Values-Integrated Portfolio™ (VIP™) Investing

Are you looking to integrate personal values into your investing? 

Most of our clients want to have us integrate their values into their investing (aka values-based investing). This simply means that in addition to investment managers being concerned about a stock or bond’s ability to make a profit, they are also concerned about how that money is made. 

Values-based investing is the foundation of our Envision Justice Series™ Portfolios. Our standard portfolios screen out publicly traded companies about Racial, Gender, and Climate Justice.

The following detail provides a bit more depth into what we mean by those categories:

Racial Justice

  • Migrant Detention Involvement
  • Prison Industry Exposure

Gender Justice

  • Discrimination Violations
  • Diversity Score
  • Women on Boards

Climate Justice

  • Clean Energy Companies
  • Deforestation Producers Exposure
  • Environmental Violations
  • Fossil Fuel Industry Exposure
  • Toxic Air Pollution

Complete our values survey to get started. 


Will our portfolios make money?

We benchmark our model portfolios to commercially available asset allocation portfolios from Vanguard and Fidelity. In the majority of cases, our RARE™ Portfolios beat their returns, while our Envision Justice Series™ Portfolios beat them from October 9, 2017, through December 31, 2022. 

Ready to see if our rare VIP™ investing approach is right for you? For further details about the Envisioneering® Portfolios, click here to contact us and set up a time to talk to one of our investment advisor representatives.

Asset allocation alone does not ensure a profit or protect against a decline. Stock investing involves risk including loss of principal. Bonds are subject to market and interest rate risk if sold before maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.

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