Align YOUR INVESTMENTS WITH YOUR FAITH VALUES®

What types of investments are in your personal portfolio? Your trust? Your retirement account?

If you're like most people of faith, you probably own a mix of companies that the traditional investment industry created for you without regard to their impact on people and planet.

Our ReVest for Individuals program is designed to provide a full-range of investment and financial planning services - with a conscience and while maintaining competitive investment returns. It includes:

  • Initial complimentary consultation
  • Educational opportunities
  • Review & report on your current holdings
  • Personal financial planning
  • Socially & environmentally responsible investing recommendations
  • Fossil-Fuel-Free investing opportunities
  • Continued investment review and education

Ready to learn more or schedule an introductory call or meeting?