Broker Check

Great Falls Office

1219 13th Street South

Great Falls, MT 59405

Does your investment philosophy reflect your beliefs?

Are there any issues you passionately support or oppose and would like to see reflected in your choice of investments?

For example, what are your beliefs about abortion?  Do you want to invest in companies that support abortion services either through direct services or making donations to companies that provide those services?

The same questions apply to your beliefs regarding alcohol, pornography, gambling, tobacco or violence.  

There are ways to analyze investments to screen out those investments that do not reflect your beliefs.  There are investments that have as their mission to be Socially Responsible Investments.  There are also investments whose mission is to invest according to Biblically Based Principals.  


With this explanation you have a better understanding of what the question at the top of the page means.  Please contact us for more information or to schedule an analysis of your current investments to determine whether your beliefs are reflected.