Once you know your investing values, with the right data we can build personalized portfolios you can be proud to hold.
Personalized Portfolios Transcript
Many of us feel this strong moral imperative to align our investment portfolio with our values. This typically involves screening out certain investments.
The first step in this process is knowing yourself: How do you want to invest? Based on your faith? Your ethical beliefs? Or causes important to you? Once you know what you’re about as an investor, with the right data it’s possible to map your preferences to specific investment restrictions.
Let’s measure your values and build a unique portfolio just for you—one you can be proud to hold. Contact me to learn more.
Eric R. Figueroa, CFP®
I am a Folsom, CA, fee-only wealth manager serving the Greater Sacramento area, California Gold Country, and the nation virtually. I offer financial planning and investment management, specializing in impact investing and personalized values-based investing.
All content presented on this video is for informational purposes only. Materials presented should not be interpreted as a solicitation or offer to buy or sell a security or the rendering of personalized investment advice, which can only be provided through one-on-one communication with a financial advisor. The video’s content reflects the opinions of Hesperian Wealth LLC (HW), except where cited, which are subject to change at any time without notice. The information contained herein has been obtained from sources believed to be reliable, but the accuracy of the information cannot be guaranteed. All information or ideas provided should be discussed in detail with a financial, tax, or legal advisor prior to implementation.
Investing involves substantial risk, including the potential loss of principal. HW makes no guarantee of financial performance nor any promise of any results that may be obtained from relying on the information presented. HW may analyze past performance, but past performance may not be indicative of future performance.