Have you recently been feeling like your investment portfolio is not reflecting your values? Are you looking for an investment advisor that shares in your faith-based investing philosophy? Aquinas Wealth Advisors is here to help. Inspired by the legacy of Saint Thomas Aquinas and incorporating Catholic moral teaching into our investment strategy, we seek to provide a unique approach to financial planning and wealth management. Our mission is to maximize returns within an investment portfolio that reflects your values.
We are committed to developing comprehensive financial plans that will help you grow and protect your wealth over time. We also want to ensure that your financial goals align with your values and provide maximum returns. In this blog post, we will talk about the importance of faith-based investing and what you should do if you believe your current investments are not aligning with your values. If at any point you have questions about any of this, please don’t hesitate to reach out and contact us today!
Consider Impact Investing
Impact investing is a term used to describe investments that seek both financial and social returns. The idea behind impact investing is that your investment portfolio should not only bring you returns but also be aligned with your values. Aquinas Wealth Advisors offers a variety of faith-based investing options designed to help you achieve optimal returns while still reflecting your faith.
Make Sure Your Investment Advisor Understands Your Values
When deciding on an investment advisor, it is critical to ensure they not only understand your financial goals but also share in your faith-based investing philosophy. At Aquinas Wealth Advisors, we are committed to helping you create and maintain a portfolio that aligns with your values and provides maximum returns. You need to ask yourself, “is my financial advisor socially responsible?” If you find yourself answering “no” or “I’m not sure” then you should reach out to us and find out how we can help.
Reevaluate Your Investment Portfolio Regularly
It is critical to reevaluate your investment portfolio regularly to ensure that it is still in line with your values. You should make sure it is creating the returns you need and that your investments are consistent with your faith-based investing goals. At Aquinas Wealth Advisors, we can help you review your portfolio to ensure it is still meeting your expectations and aligning with your values.
Set Up a Donor-Advised Fund (DAF)
For those looking to give back, a donor-advised fund (DAF) is an excellent option. A DAF gives you the flexibility to donate money and make charitable gifts without incurring high administrative costs. Additionally, it allows you to be more strategic with your donations by being able to invest the funds in the most impactful way possible. Aquinas Wealth Advisors can help you set up a DAF so that your charitable giving is both impactful and consistent with your faith-based values.
Join a Network of Impact Investors
It is crucial to stay informed about the latest developments in faith-based investing. In addition to keeping up with blogs and articles, you might also want to consider joining an impact investing network. At Aquinas Wealth Advisors, we have a vibrant community of faith-based investors who continually share their experiences, successes, and challenges.
At Aquinas Wealth Advisors, we are committed to helping you create a faith-based investing portfolio that meets your financial goals while still reflecting your values. If you have any questions or want to learn more about the options available to faith-based investors, please don’t hesitate to reach out and contact us directly! We look forward to helping you grow and protect your wealth over time.