Values+Value®: Sustainable & Socially Responsible Investing

Detail of windmills on wind-farm wind farm with mountains and cloudsYou live your values every day, why not invest with them? With Balanced Rock’s Values+Value service we help sustainable and socially responsible investing happen. Our clients have a choice to invest in a way consistent with their values while meeting their financial goals.

At Balanced Rock, we work hard to make Fee-Only, sustainable, socially responsible investing accessible and affordable to all types of investors, regardless of net worth or income. If you want your investments to help change the world, we certainly want to help you.

We provide the fiduciary guidance and expert analysis. You set the guidelines and make the decisions. Whether and to what extent you want any type of values-based investments included in your portfolio, we’ll find options to meet your needs.

ESG (Environmental, Social, Governance) Investing in Public Markets

Balanced Rock offers Values+Value through two strategies. First, is the more traditional Environmental, Social and Governance (ESG) investing strategy. This approach uses our research on large publicly traded companies to shift your investments to better match your values. It also allows for positive and negative screenings on specific products, industries, and business practices. Popular screens include fossil fuels, defense and weapons, and predatory lending practices.

DIAL-In: Impact Investing

Our second Values+Value strategy is what we call DIAL-In. This stands for Direct, Impact, Alternative and Local Investing. DIAL-In connects our clients with neighborhood businesses, rising startups, community funds and other investments not found in traditional investor portfolios. Clients can support businesses and projects that make a positive impact in local and global communities. These investments are carefully vetted and curated to match each client’s values-based preferences and fit appropriately within a larger financial plan.