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Morally Responsible Portfolios give investors a chance to do something they probably didn't know existed - the ability to seek market-like returns (or better) without sacrificing their moral beliefs or values; meaning, any company participating in the following shunned activities would not be allowed inclusion into the model:

Abortion
Pornography
Anti-family entertainment
Non-marriage lifestyle
Tobacco
Alcohol
Gambling

Don't sacrifice your moral beliefs in a quest for investment opportunities that will leave you staring in the mirror asking is this morally responsible.

How Do You Know If Morally Responsible Investing is for You?

Imagine you are sitting on a board of charitable non-profit organization that promotes the sanctity of human life by protecting the rights of the unborn. As a board member you review the investment of the nonprofit's endowment fund, you note that the investment return for the fund is quite impressive. You study the investment report in a little more detail and note that some of the investments that produced the above market returns are in the health care and entertainment sector. As you are studying the report you begin to realize that many of the companies that the charitable organization's endowment fund is invested in make products and/or provide services that aide in abortion industry. In addition you note a stock of a hotel chain that makes available in room pornography to guests. In fact it's one of the largest distributors of pornography movies in the country.
 
As a conscientious board member of this pro-life/pro-family charitable organization, how does it make you feel that your endowment fund invests into companies that are inconsistent with your organization's mission statement? If you had the opportunity to speak to the investment manager of the endowment regarding the stocks in these questionable industries, what would you say to the manager?

It is possible to invest wisely without sacrificing your beliefs. Contact us today to learn how to invest in a morally and socially responsible way.

 
The founders of Kalos Investment Insights, Inc. have put an extensive amount of effort into developing a process to screen for morally and socially responsible investments. While some companies screen for "socially responsible" investing, Kalos Investment Insights, Inc. has gone a step farther to create one of the most stringent and thorough screening processes by screening for both socially and morally responsible investments. Click here to learn more about the difference between Morally Responsible Investing vs. Socially Responsible Investing.
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