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WHAT IS VALUES BASED INVESTING?

Values based investing gives you the opportunity to invest in companies that are making a positive change in our society. We offer many choices for those that would like to help make our world a better place both now and for generations to come. Become part of the values based movement today.

WHAT IS VALUES BASED INVESTING?

Values based investing gives you the opportunity to invest in companies that are making a positive change in our society. We offer many choices for those that would like to help make our world a better place both now and for generations to come. Become part of the values based movement today.

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DO YOUR INVESTMENTS REFLECT YOUR VALUES?

Request your complimentary personal Moral Report to find out.

Helping Clients Make Informed Decisions

CIS Wealth Management Group helps you make an informed decision when it comes to values based investing. We believe it’s important to know what agendas publicly traded companies are supporting. When you invest in a company, you are financially backing what that company supports, whether you agree or not.

We will help you set up a complete investment profile that lines up with your values.

Supporting Responsible Companies

Make a positive impact on our society by investing in the good, while avoiding those involved in known unethical activities.

Investing With Values In Mind

If a company traded on an exchange is publicly known to violate ethical standards, we steer clear of buying them directly or indirectly through a separate managed account, mutual fund, or ETF.

Not all investments and investment platforms can be screened, but we strive to do the best we can given the available investment options and platform limitations. CIS Wealth uses third party sources to screen investments like eVALUEator®.

Bob Nate and Mary Jo

Schedule a complimentary 15 minute call today.

Learn more about CIS Wealth and how to get started.

TRANSPARENT FEES

Our simple fee based approach takes away any potential conflict of interest or influence a large investment company could have over us.

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HERE TO SERVE

We are an advisory, financial planning, and investment management firm of experienced professionals ready to serve you.

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CLIENT BENEFITS

We offer holistic wealth management with a team of experienced professionals all under one roof dedicated to serving you.

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HOW WE ARE DIFFERENT

We have a set of guiding principles that we follow based on Biblical values in order to serve clients with the utmost standard of care.

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MAKE A POSITIVE CHANGE WITH YOUR INVESTMENTS

Start Making an Impact Today!

MAKE A POSITIVE CHANGE WITH YOUR INVESTMENTS

Start Making an Impact Today!

1. Make An Appointment

We would love to get to know you and learn more about your financial goals.

2. Tell Us Your Financial Goals

Together, we can chart a roadmap for a Biblically responsible plan for your finances.

3. We’ll Make Your Plan A Reality

Begin your personal journey towards pursuing your wealth management goals.

READY TO START YOUR FINANCIAL JOURNEY WITH CIS WEALTH?

We have 3 easy contact methods!

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Call Us At (830) 609-6986

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