Invest in What Matters Most

Values-Based Investing (VBI) is a growing method of investing where you:

Invest in companies you believe in.

Refrain from investing in companies with harmful products or practices.

Maintain a well-diversified portfolio.

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Values-Based Investing Is Both Exclusive and Inclusive

Exclude Negative Practices, Like These 4 Primary Negative Practices in the Market

Gambling

Tobacco

Abortion

Pornography

Include Investments that Bless Mankind

What does it mean to bless mankind with your investments? Here are some common examples:

Researching cures for diseases

Promoting fair labor practices

Sustaining the environment

Providing global access to education

Advancing cybersecurity efforts

All investing makes an impact. What’s your impact?

If you don’t know the answer to that question, you might benefit from our simple, 3-step process.

Get a free impact audit of your current investments.

Learn how to change your investment strategy so that it aligns with your values.

Gain confidence in your account and grow your impact through diversification and rebalancing.

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Cavett Cooper

FOUNDER

Cavett has been a financial advisor for over 12 years. He utilizes a CFP®, CKA®, MBA, and all the lessons he has learned to advise and encourage clients. He is proud Anthem’s VBI approach creates an impact more than just ROI.

With a free audit, you can see what you are profiting from.

Are you ready to align your investment portfolio with your values? After we receive your information, we will contact you to set up a free audit at your convenience.

** Past performance may not be representative of future results. All investments are subject to loss. Forecasts regarding the market or economy are subject to a wide range of possible outcomes. The views presented in this market update may prove to be inaccurate for a variety of factors. These views are as of the date listed above and are subject to change based on changes in fundamental economic or market-related data. Please contact your Financial Advisor in order to complete an updated risk assessment to ensure that yourinvestment allocation is appropriate.