Do Your Investments Reflect Your Values?

Request your complimentary, personal moral report to find out!

invest with your values

What is Values Based Investing?

Values based investing integrates Biblical guidelines with an investment portfolio. This method looks for companies to invest in that are making a positive impact on our society, as well as applying screening processes to avoid those that do not.

What is Values Based Investing?

Values based investing integrates Biblical guidelines with an investment portfolio. This method looks for companies to invest in that are making a positive impact on our society, as well as applying screening processes to avoid those that do not.

Support Responsible Companies

In essence, when you invest in a company, you are also supporting what that company invests in as well. When you invest in a values based portfolio, you are avoiding supporting companies that are intentionally involved in immoral agendas that violate Biblical principles.

Helping Clients Make Informed Decisions

The advisors at CIS Wealth Management Group provide solutions for investing with your values. We sit down with each and every client to educate them on Biblically Responsible Investing and to determine where their convictions lie.

Invest with Your Values in Mind

If a company traded on an exchange is publicly known to violate Biblical principles, Biblically Responsible Investing strives to stay clear from buying those companies directly or indirectly through a separate managed account or mutual fund.

* 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.

Request Your Complimentary Personal Moral Report

After you submit the below information, we will run your current investment holdings through our screening process and provide you with the results.

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