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?