Investments
Investments
Dedicated Values portfolios are built on the foundations of Faith, Family, and Freedom. Our six asset allocation strategies use thematic ETFs based in biblically responsible investing as well as personal and economic freedom to help investors align their portfolio with their principles. Investments are screened against negative and positive criteria to support the values founded in our Faith, Family, and Freedom.

FAITH

FAMILY

FREEDOM

Negative Screens
The negative screens seek to exclude companies with exposure to the following:
- Pornography
- Alcohol
- Tobacco
- Gambling
- Abortion
- Human Rights Violations
- Cannabis

Positive Screens
Our positive screens favor companies that have positive ratings in the following criteria:
- Business Model
- Social Impact
- Environmental Stewardship
- Ethical Corporate Behavior
- Personal and Economic Freedom
Dedicated Values - Conservative
Target Allocation: 40% Equity / 60% Bonds
Purpose: Income, Modest Growth
Dedicated Values - Conservative Growth
Target Allocation: 50% Equity / 50% Bonds
Purpose: Balanced, Income
Dedicated Values - Moderate Growth
Target Allocation: 70% Equity / 30% Bonds
Purpose: Moderate Growth
Investors should be aware that investing based upon a strategy or strategies does not assure a profit or guarantee against loss.