A collaborative approach to Planning Your Future

Investing through the circle of life

Aligning beliefs and values with financial objectives and investments is a long-standing mission of faith-based institutions and individuals. We can help navigate the complexity of different approaches and determine how faith-based investing can help ensure your organization’s mission is in line with your financial goals and objectives.

We take into consideration the values, missions and stewardships that are important to your organization to shape your investment philosophy and plan. We enable stewards to prudently balance investing responsibly with fiduciary best practices as we seek to maximize return for risk taken.

Investing involves risk and you may incur a profit or loss regardless of the strategy selected. There are additional risks associated with Sustainable/Socially Responsible Investing (SRI), including limited diversification and the potential for increased volatility. There is no guarantee that SRI products or strategies will produce returns similar to traditional investments. Because SRI criteria exclude certain securities/products for non-financial reasons, investors may forego some market opportunities available to those who do not use these criteria. Investors should consult their investment professional prior to making an investment decision.

Raymond James is not affiliated and does not endorse the opinions or services of any organizations mentioned.