Aligning ethics, values and investment

Providing you with quality advice that is in your best interests is our motivation and obligation.

While these interests clearly focus on your financial security, they also encompass the values that may underpin your investment preferences. We can align your investment choices with your ethical concerns. These may include, for example:

• Climate change and the environment
• Social justice
• Philanthropy
• Fair trade

Some investment fund managers are able to demonstrate how they are considering ethical factors within their investment processes. Others actively promote their ethical credentials as central to their investment selection process.

If ethical investment is important to you, we can tailor your investments to align your values with prudent investment choices.