Align Your Investment Strategies With Your Values With Guidance From Envision Wealth Planning
Chicago, United States - March 14, 2025 / Envision Wealth Planning /
Investing is not solely about financial returns. Many investors also consider how their portfolios align with their personal values. Value-based investing, often referred to as socially responsible or ESG (Environmental, Social, and Governance) investing, incorporates ethical considerations alongside financial objectives. Envision Wealth Planning provides guidance on investment strategies in Chicago, IL, that integrate financial goals with ethical priorities.
Understanding Value-Based Investing
Value-based investing considers financial returns while incorporating social and ethical perspectives. This approach allows investors to support businesses that align with their values in areas such as racial equity, women’s empowerment, environmental sustainability, and corporate governance.
Envision Wealth Planning presents multiple options for those interested in aligning their financial portfolios with ethical beliefs. Their Envision Justice Series (EJS) Core Values Portfolios provide diversified investment strategies designed to reflect different core values while maintaining structured risk-and-return considerations.
The Envision Justice Series (EJS) Core Values Portfolios
EJS Core Values Portfolios incorporate mutual funds that undergo a selection process based on financial and ethical criteria. These portfolios accommodate various risk preferences, with investment allocations ranging from 20% to 100% in equities. Each portfolio is structured to balance financial performance with value-based considerations.
Evaluating Investments for Values Alignment
A key aspect of value-based investing involves assessing whether investments align with personal ethical priorities. Envision Wealth Planning provides resources and third-party analyses to help clients evaluate their current investment holdings. Tools such as Prison Free Funds allow investors to examine potential connections to industries like private prisons or exploitative labor.
Customizing Portfolios Based on Individual Values
Envision Wealth Planning works with clients to create portfolios that reflect their specific ethical considerations. Some options include:
- Environmental, Social, and Governance (ESG) Investing: Clients can customize their portfolios based on sustainability and governance criteria.
- Sustainability Investing: Options include investments in businesses committed to sustainability and companies developing innovative environmental solutions.
- Mission-Aligned Retirement Plans: Businesses and organizations can incorporate value-based investment options into their 401(k) and 403(b) plans.
Who May Benefit from Value-Based Investing?
Value-based investing may be relevant to a wide range of investors, including:
- Professional Women: Women navigating financial planning considerations, including wage gaps and longer life expectancies, may find that a value-based approach aligns with their goals.
- Retirees and Pre-Retirees: Some individuals prioritize both financial security and ethical investing when managing their retirement savings.
- Small Business Owners: Entrepreneurs may choose to integrate ethical investments into their business finances, retirement plans, and long-term financial strategies.
- ESG-Focused Investors: Individuals who emphasize sustainability, corporate governance, and social impact may explore tailored investment strategies.
- Individuals With Sudden Wealth: Those who acquire wealth through inheritance, divorce, or settlements can consider value-based investing as part of a long-term financial approach.
Exploring Value-Based Investment Strategies With Envision Wealth Planning
For investors seeking to integrate ethical considerations into their investment strategies in Chicago, IL, Envision Wealth Planning provides insights into different approaches. Whether through ESG investing, sustainability-focused strategies, or mission-aligned retirement planning, value-based investing offers a way to incorporate financial and ethical priorities.
For those interested in learning more, contacting Envision Wealth Planning can provide further details on available strategies and how they align with individual financial perspectives and values.
Contact Information:
Envision Wealth Planning
100 S State St Office 455
Chicago, IL 60603
United States
Contact Envision Wealth Planning
(312) 448-1010
https://envisionwealth.us/
