Religious values are deeply personal and unique to each client. Director of Research Travis Korte explains how Ethic offers customized solutions for investors.
Religious values are deeply personal and unique to each client. Director of Research Travis Korte explains how Ethic offers customized solutions for investors.
by Travis Korte
We know that a religion is not a one-size-fits-all experience. That’s why we don’t offer a one-size-fits-all religious values strategy. Through our Values Mapping Exercise (or VME), we take a structured approach to understanding what matters to each client and tailoring strategies that reflect their unique values. We hope our approach provides a more personal and meaningful approach to religious values investing than other products on the market.
Director of Research Travis Korte breaks down our team’s approach to crafting portfolios that reflect our clients’ religious beliefs. Check out these key points from Travis’s video:
- Religious Investing Is Not One-Size-Fits-All
Most off-the-shelf religious investment products take a generalized approach. We aim to go beyond the checklist to build a portfolio that reflects the whole person. - Values Mapping Enables Personalization
We utilize our proprietary Values Mapping Exercise (VME), a structured experience that helps clients translate their unique religious convictions and broader priorities into a personalized, values-aligned strategy. - Reflecting a Whole Identity
Our approach is about building portfolios that represent the full spectrum of a client’s identity—not only religious doctrine but also related values, like an interest in the environment, health and wellness, or education. It's about honoring the client’s faith and their individuality.
To learn more about our Religious Values offering, check out our two-pager!
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Disclosures:
Ethic Inc. is a Registered Investment Adviser located in New York, NY. Registration of an investment adviser does not imply any level of skill or training. Information pertaining to Ethic Inc’s registration or to obtain a copy of Ethic Inc.’s current written disclosure statement discussing Ethic Inc.’s business operations, services and fees is available on the SEC’s Investment Adviser Public Information website – www.adviserinfo.sec.gov or from Ethic Inc. upon written request at support@ethicinvesting.com. Information provided herein is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Any subsequent, direct communication by Ethic Inc. with a prospective client shall be conducted by a representative of Ethic Inc. that is either registered or qualifies for an exemption or exclusion from registration in the state where a prospective client resides. Information contained herein may be carefully compiled from third-party sources that Ethic Inc. believes to be reliable, but Ethic Inc. cannot guarantee the accuracy of any third-party information.
Ethic Inc. does not render any legal, accounting, or tax advice. Ethic Inc. recommends all investors seek the services of competent professionals in any of the aforementioned areas. Ethic Inc. cannot provide any assurances that any investment strategies, simulations, etc. will perform as described in our materials. ALL INVESTMENTS INVOLVE RISK, ARE NOT GUARANTEED, AND MAY LOSE VALUE. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY.