Peter Lynch, “Know what you own, and know why you own it.”
At certain minimum investing amounts, we can customize your portfolio in various ways.
- Biblically Responsible Investing:
Do you wish to invest your money in companies that are aligned with your faith? We can screen out those companies that participate in areas that you would like to exclude from your portfolio; areas such as: abortion, adult entertainment, gambling, stem cell, tobacco, alcohol, predatory lending, anti-family values, and contraceptives.
- Socially Responsible Investing, also known as Environmental, Social, and Governance.
These screens might be for pollution, cruel animal treatment, conservation, toxic waste, greenhouse gas emissions, racial or sexual discrimination, corporate ethics, fairness or conflicts of interest.
- Bad experience exclusion:
Did you have a bad experience with a company, or more than one company, and you want to make certain they are not in your portfolio?
- Do you have a high concentration in any one stock outright by accumulation, via inheritance, or through corporate options?
We can help you trim your exposure to that concentrated position in a tax-efficient manner.
- Tax Harvesting and Tax Awareness:
Do you have an active plan in place that allows you to be proactive with your tax strategies?
By looking at your investments through the tax exposure lens we can identify areas in which value can be added by reducing your tax exposure.