Change The World!
Invest Your Values.
Most People Don't Know That They Are Investing In Companies That Don't Support Their Values.
Change The World!
Invest Your Values.
Most People Don't Know That They
Are Investing In Companies That Don't
Support Their Values.
As Seen In:
INVEST YOUR VALUES
How Can You Unleash Your Hidden Power In A Special Way To Make A Greater Impact On The World Without Marching and Getting Beat Up By The Police?
For most causes, a real social impact can mean the difference between oppression or fairness, imprisonment or justice, or life or death.
Since you are often facing huge corporate interest and well financed politicians, marching and other forms of civil disobedience are often definitely needed. In fact, every form of pressure needs to be added until real change is made.
Many people have an hidden power that when combined with others can make a major social impact--and most don't even know it.
In fact, even the people who know it exists, don't know how to harvest this ability for everyday people to make great change even if they aren't marching.
So, how do you do it?
You have to invest your values.
However, to get the impact that we talk about, it is more than merely investing your values. And you can't do it alone, but you don't have to. We have a better way.
Millions of people are waking up to the hidden power that the social impact investing can make.
Many newspapers and authors have written tons of material on social impact investing. However, most people don't understand the hidden power that we are going to help them unleash for the causes that they believe in.
"Only a few years ago, [Social Impact] investing was thought of as a boutique approach to investing, which came at the expense of growth and returns. Since 2018, however, these investment strategies have demonstrated they can beat the market. That means investors like you and me no longer have to sacrifice market-rate returns in order to follow our hearts. No matter where you have put your money in the past, you now have healthy choices for putting your money to work, while also making a contribution to the health of the planet and the welfare of humanity."
"Human capital, human rights, climate change—these issues are fundamental to our markets, and investors want to and can help drive sustainable solutions on these issues… “political spending disclosure is inextricably linked to [social impact] issues,” based on research showing that many companies have made climate pledges while donating to candidates with contradictory voting records. The same goes for racial justice initiatives... "
As a hero marching in the trenches or someone looking from the sidelines doing the best you can, your effort matters. If you want to multiply your impact so that you can make an even greater difference, click this link right now and start our values investment assessment. We can get you moving on the right path.
However, if you need to understand why you need to invest your values, why most people don't know that they have this hidden power in the first place or how we will unleash your hidden power, click the links or see the headlines below or select "How You Can Change The World?" in the menu bar.
Why Should I Invest My Values?
Understanding Why Investing In Your Values Can Really Have A Great Effect On The Causes You Believe In
Racial Discrimination
Just imagine that you were so concerned about Racial Equality that you choose to give money to organizations that fight for racial equality. You bought a sign. Changed your icon to a fist at times, even considered marching or protesting.
In your heart, you were horrified to watch the news of racial injustice in policing. Tears poured down your face and your heart ached again and again at some unnecessary death due to a knee on the neck or walking or driving while black or brown. Another child killed. And another. And another.
You get angrier and angrier as you watch certain people minimize the racism that everyone sees in their daily lives and on television.
You would never give money to someone that you knew did not care about racial justice and racial equality if you had a choice. If a politician who felt that way contacted you, you wouldn’t send your money to them. You wouldn’t give money to organizations who were attempting to maintain the racial inequity in this country. It would be absurd.
However, then imagine that without your knowledge, tens of thousands of your retirement funds were being invested in companies that support those individuals.
This is how it would happen. Your retirement plan invests in certain companies and those companies or its leadership gives money to politicians or organizations that you would never give money to. You wouldn’t knowingly invest in a company that doesn’t actively stand up and make changes to make sure that racial equality and a diverse workforce is being supported and nurtured. Yet, you are investing in those companies through your retirement plans.
All of that marching and protesting and praying. You are literally assisting the people who seek to oppress and hurt the people you care about without even knowing it. Most people would be very angry and saddened to know that they were helping the people and organizations that were indifferent or even hostile to racial equality.
Without knowing it, you may actually be part of the problem.
Then you received a free no-obligation Values Investment Assessment. It will help determine your chances of investing in companies who don’t support your values. Armed with that knowledge you now have an opportunity to make different choices.
After the review is complete, a financial advisor who supports your values may give you some pointers on how to avoid this situation in the future and may even offer to help you avoid the risk going forward if you fit their private client profile.
Every person who completes the Values Investment Assessment may not be offered an opportunity to become a private client of an investment advisor but will be given tips on how to avoid investing in companies that don’t support their values.
However, if the investment advisor chooses to invite you to be a Private Client, there are some additional advantages. In addition to helping you better avoid companies that don’t support your values, the advisor will actively vote your values when investors are allowed to vote on key decisions for the company.
By having an advisor actively attempt to avoid companies that don’t support your values and actively voting your values when the opportunities arise, you will sleep well at night knowing that you have moved from potentially being part of the problem to someone continuing to advocate for what you believe in.
Gender Equality
It is indisputable that women have had a challenge getting equality and fairness in the workplace. There are companies that strive to support equality and fairness in the workplace. However, some don’t.
Imagine being passionate about equality and fairness in the workplace. You have marched for equality or at least wanted to. You have suffered from discrimination because of your gender. Deep in your core, you know that our society is better where women and men are treated equally and fairly. You know that it’s crazy that in this time, the equal rights amendment to the United States Constitution could not even get ratified. In fact, there are a group of people out there actively trying to undermine equal rights for women or who do not actively seek to support equality for women.
If you knew who they were, you would never support their company until they changed their policies. You wouldn’t want to work for them. You wouldn’t want to buy their product. They don’t support your values. However, you could be investing in them and not even know it. Realistically, you may be giving them more money through your retirement investments, than you would spend buying their products. It’s crazy, investing in companies that are actively not working to support equality and women’s rights.
Without knowing it, you may actually be part of the problem.
Then you received a free no-obligation Values Investment Assessment. It helps determine your chances of investing in companies who don’t support your values. Armed with that knowledge you now have an opportunity to make different choices.
After the review is complete, a financial advisor may give you some pointers on how to avoid this situation in the future and may even offer to help you avoid the risk going forward if you fit their private client profile.
Every person who completes the Values Investment Assessment may not be offered an opportunity to become a private client of an investment advisor but will be given tips on how to avoid in investing companies that don’t support their values.
However, if the investment advisor chooses to invite you to be a Private Client, there are some additional advantages. In addition to helping you better avoid companies that don’t support your values, the advisor will actively vote for your values when investors are allowed to vote on key decisions for the company.
By having an advisor actively attempt to avoid companies that don’t support your values and actively voting your values when the opportunities arise, you will sleep well at night knowing that you have moved from potentially being part of the problem to someone continuing to advocate for what you believe in.
Most People Unwittingly Don't Invest Their Values
Why Do Most People Not Know About
Their Hidden Power and How To Harness It
Money alone does not unleash and help multiply an individuals social impact.
Most people don't have the resources to directly impact the politicians and companies that can make a difference on the issues they care about. Here is a secret though, they have more resources than they believe. But since they don't understand their true power, they often attempt to impact their values with discretionary income alone. As a result, their true power is hidden because their discretionary income is limited.
However, over the years, individuals build a large amount of retirement wealth when compared to discretionary income can be hundreds or thousands of times more.
Most people don't know about this true hidden power, because they are not taught about the power their money can have when properly invested, combined with others, and targeted strategically to impact the problems that they care about.
In fact, laws and regulations that are designed to protect employees' retirement funds from employers that might misuse them helps keep them in the dark.
On the surface, you might ask why does that have an impact. In many cases, the employer puts your retirement funds with a plan administrator or trustee who then invests the money with an investment advisory firm. They investment advisory firm provides the employees with a variety of funds that the employee can invest in. Some of those investment funds may include funds that consider environmental, social and corporate governance issues (ESG) when investing. When the employee leaves the employer, the employee can move the retirement funds to another investment advisory firm or sometimes even stay with the same investment advisory firm.
The problem is that in most cases no one from the employer, plan administrator, or investment advisory firm has ever even had a conversation with the employee regarding their values and a desire to invest with their values in mind.
While the employee is employed with the employer, the investment opportunities are often limited to the offerings provided by the investment advisory firm. Even if you knew you should invest your values, the structure of the relationship required by laws and regulations lead to a situation where your core personal social values are likely not reflected in the investments made by the investment advisor.
Second, even if your employer had inquired about your values and agreed to invest your values, their impact may not be as explosive as the combined resources of like minded individuals throughout the country who work with a team of investment advisors who are extremely focused on getting good returns while limiting investments in companies that don't support your values and increasing investments in companies that do.
Part of the Valufye strategy to help you explode your social impact is to help you find an registered investment advisor who has agreed to help keep you from investing in companies that don't support your values and who cares about the issues that you care about.
This is the secret. Your personal resources combined with the resources of others targeted through the knowledge and experience of active registered investment advisors who are consciously attempting to multiply your impact on the issues you care about while helping your retirement resources grow at the same time.
Our Process
Our Process
Take the Values Investment Assessment
Answer a few questions that will help us match you with Investment Advisors who will review your information to see if you are likely investing with companies that don't support your values.
Schedule an Appointment
Schedule a time that best works within your schedule to have a FREE no-obligation consultation with an investment advisor.
Speak With An Investment Advisor
Have the free consultation where an investment advisor will let you know how likely you are investing with companies that don't support your values and whether you may hurting the causes you believe in.
Take the Values Investment Assessment
Answer a few questions that will help us determine how we can best invest through your values
Schedule an Appointment
Schedule a time that best works within your schedule to have a FREE conversation with a specialist
Match with an Investment Advisor
You will have peace of mind knowing your portfolio is growing with investments that support causes that you care about
Frequently Asked Questions
Does my employer or former employer know if my money is being invested with companies that don’t support my values?
Probably not. First of all, they likely don’t know your desire to limit investment based upon specific values. Secondly, by law, generally, your employer is not allowed to interfere with the investment decisions of the investment advisors and fund managers hired by a plan administrator to manage the plans that hold your retirement funds.
How can I tell if my retirement funds are being invested in companies that don’t support my values?
It’s very hard to do. It depends on the investment vehicle, the information available about the company or the investment fund, and the frequency that assets bought and sold. Through a proprietary process, investment advisors are reviewing third party sources and using screening techniques limit a client’s exposure to certain companies.
How do you protect me from investing in companies that don’t support my values?
Once an investment advisor knows what you care about, the investment advisor may use third-party sources and proprietary screening strategies to build a list of companies to avoid. If the investment advisor finds at a later date that an investment has been placed with an offending company, the investment advisor will find alternative investments to put the funds in.
Can you guarantee that an alternative investment into companies that align with my values will outperform the investment into offending companies?
There have been numerous studies that show that investment strategies that consider common societal concerns like environmental impacts or issues related to equity or racial issues in the investment criteria outperform investment vehicles that don’t include those concerns. Moreover, according to these studies, they offer more downside risk protection than strategies that don’t reflect those concerns.
However, these are studies and do not in any way reflect future outcomes or the impact of any individual investment strategy. Therefore, we cannot guarantee financial outcomes of investment advisors in any way.
Our goal is help you locate an investment advisor who will work to limit your exposure to these offending companies. However, depending on how deeply held your value is, whether the investment outperforms or underperforms other investments, may mean less to you than being able to sleep well at night knowing that your are not profiting from something that you don’t agree with or causing harms that you seek to avoid personally or imposed upon society.
However, to be clear, whenever reasonable possible, the investment advisors located have agreed to select investment vehicles that meet your investment criteria at all times.
Do you charge extra to protect my investment from being invested in companies that don’t support my values?
No. The Private Client Values Investment Program does not cost extra, but the Investment Advisors do limit the number of clients that they enroll in the program to ensure the levels of protection that they work hard to deliver.
About Valufye
Valufye is a social impact platform that develops strategies and solutions to help people and organizations have greater impact on the issues they care about. Valufye wants to help you to further bring out your inner hero and make a major difference in the world around you in as many ways as you can. One service that we have developed helps you locate investment advisors who care about the issues you believe in and will help keep you from investing in companies that don't support your values.
If you want to further bring forth that inner hero click the link below.
2021 Valufye. All Rights Reserved.
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About Valufye.Com
Valufye is a social impact platform that develops strategies and solutions to help people and organizations have greater impact on the issues they care about. Valufye wants to help you to further bring out your inner hero and make a major difference in the world around you in as many ways as you can. One service that we have develped helps you locate investment advisors who care about the issues you believe in and will help keep you from investing in companies that don't support your values.
If you want to further bring forth that inner hero click the link below.