One of CIS Wealth Management Group’s core identities is offering Biblically Responsible Investments. eVALUEator® is a specialized tool that CIS Wealth utilizes to check the morality of mutual funds, their holdings, and individual stocks. It is one of the best tools out there for screening investments according to Biblically and morally responsible values. If a researched mutual fund or stock heavily supports one or more areas that conflict with Biblical truth, eVALUEator® has alternative suggestions for comparable companies that are more Biblically responsible.
Whether you are a current client wondering about the morality of accounts with another advisor, or a potential client wanting us to scan your current investments for values that could be contrary to your Judeo-Christian or Catholic values, CIS Wealth can help you! Please do not hesitate to contact our office for a free portfolio evaluation and screening. We would also love to be able to answer any questions that you may have concerning the eVALUEator® tool, wealth management, and other investment questions!
Dates To Remember!
Refer A Friend
Do you have a friend, family member, or colleague that could benefit from our services? If so, refer them to our mobile friendly website, or we have a packet of information we would love to share with them to them. Just call our office at 830-609-6986 and we can get out the information to help your friends!