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.

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®.

Call (830) 609-6986 to set up an appointment with a representative at CIS Wealth Management group!

Do your investments reflect your values? Request your complimentary personal Moral Report to find out.

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* Biblically Responsible Investing involves various risks and may limit your investing options. No strategy or product can assure success or protect against loss.

Learn how CIS Wealth checks the morality of investments with the eVALUEator tool!