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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.

Kalos Investment Insights, Inc. provides the proprietary screening process that thoroughly reviews a company's business products, services, corporate governance, and charitable donations to detect those that violate the morally and socially responsible criteria of the Kalos Portfolio. Companies passing these screens are then subject to intensive quantitative and fundamental analysis performed by the investment management team.

Morally and Socially Responsible Investing avoids investing in companies that violate an investor's moral conscience based on Biblical values. This style of investing promotes the sanctity of human life, pro-family values that defines marriage as that between a man and a woman, and avoids products that enable addictive behaviors. Investors with these core values who seek to maintain consistency between those core values and their financial assets will find Morally and Socially Responsible Investing a viable alternative.


Contact us
to learn more about our unique screening process and how you can invest in a morally responsible way.
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