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At Alliant Financial Solutions we focus is on faith-based investing. We can screen investments to align with your values. Personal convictions such as valuing life, moral conduct, or those items that can cause addictive behaviors can be addressed in an audit of corporate conduct. Faith-based investing in practice is unique to each person, reflecting each individual’s passions, values and principles while taking the form of ESG (environmental, social and governance) investing, socially responsible investing, values-based investing, impact investing and so on. Our questionnaire can help define what matters to you and what you want your investments to align with (or avoid).
Some sample questions we might ask are:
Additionally, there are questions regarding valuing life, the traditional family, personal conduct and more.Contact us today for a complementary moral audit of your existing portfolio.
We serve as your partner, helping you make financial decisions today that prepare you for a better tomorrow. Contact us today and let’s get your questions answered.