2023 Landscape of Faith-Based Investment Strategies in Public Markets
by Tim Macready
Click to downloadby Tim Macready
Click to download
As faith-driven advisors, let's pursue profit while seeking to have a positive impact on people.
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Investment advice provided separately through Wealth Squared, an EverSource Wealth Advisors team.
Create or fine tune your Values-Based Investing offering with our Getting Started Package
We work behind the scenes to help you advise clients on faith-driven or biblically-responsible investing. You want to honor God, and the clients you serve. We want to help you.
But the truth is, as an advisor, it's not. You're probably juggling many responsibilities and it's hard to carve out time to learn something new.
It's even harder to master a new approach to investing with the level of excellence required to meet your fiduciary duty. We get it! You have to know that this is really in the clients' best interest.
Clients come to us with financial goals and they have many hopes and dreams tied to their portfolios. But we can honor their goals, hopes, and dreams while also helping them deploy their capital in a God-honoring, neighbor-loving way. We can give them true alignment with their deeply held personal values. What an opportunity to serve them well!
It's not easy...but it's worth it. I founded Wealthfluence to help you take action and serve your clients and your King faithfully.
Financial choices that mirror your values, helping you achieve financial success and live in a greater sense of contentment and purpose.
LRachel McDonough, founder of WealthFluence,
is an investment advisor representative with EverSource Wealth Advisors, LLC (“EverSource”) and does not provide investment advice other than as an EverSource investment advisor.
Her consulting work through WealthFluence is not undertaken or performed in her capacity as an EverSource advisor. Opinions, recommendations, commentary, analysis, and reports which Rachel provides as a consultant doing business as WealthFluence are her own, are provided in her individual capacity, are not reviewed or approved by EverSource, and do not represent the views of EverSource or any related entity or person.
Financial choices that mirror your values, helping you achieve financial success and live in a greater sense of contentment and purpose.
