Core Values Investment Management designs and implements financial plans and investment portfolios that address the values that are unique to each client without sacrificing other concerns such as time horizon, risk tolerance, return expectations, liquidity, diversification, taxes, inflation, and retirement income needs. Too often investors and institutions are unaware that many publicly traded companies engage in objectionable business activities.
Core Values Investment Management has developed the means to "screen" investment portfolios to determine the extent that the investor is invested in offending companies with their current portfolio. Investors need the assurance that their funds are not invested in a manner at odds with their core convictions.
For the non-profit institution (church, mission, educational, foundation, endowment) these issues are not only a matters of conviction, but also a fiduciary imperative. Whether in the form of retirement plans, endowment accounts or charitable foundations, those who participate in any capacity need the assurance that their funds are not invested in a manner at odds with the stated goals and convictions of the institution.
