"Individual Christians who are shareholders and those responsible within church institutions that own stocks in U.S. corporations must see to it that the invested funds are used responsibly…their stewardship embraces broader moral concerns.” (United States Conference of Catholic Bishops, "Economic Justice for All," 354)
Invest 5 minutes to discover your risk score. Are you comfortable with how you're invested?
The first order of business is getting to know you. We need to know what you’re looking to accomplish and how we can support your overall goals. Who are your trusted advisors? Do you work with a CPA, attorney, insurance agent, or financial planner? We may need to bring them into the conversation to ensure that we’re fitting seamlessly into the good work you’ve already put in place. If you don't yet have this team assembled, no worries: Ethos Logos does investments, financial planning, and insurance. We seek to add value without stepping on anyone's toes.
Maybe you have a very clear vision of how you’d like to incorporate socially responsible investing into your finances, maybe you need a little guidance, or perhaps this is the first you’ve heard that this is even possible. That’s all great! We’ve been there before and we love having those conversation.
We keep a wide and growing variety of resources at our disposal to serve you best. From faith based mutual funds to custom-screened third-party money managers to socially invested insurance products, we will not know what’s possible until we get to know you better. We also need to discuss scope: What is it that you'd like Ethos Logos Investments to accomplish for you?
Do you need a full-service fee-based financial planner? We can do that.
Need an investment advisor who can merge your faith with your finance? Yeah, that’s us.
Need somebody to review your life insurance and/or annuities? (After all, our primary vocation is to protect and care for our families, right?) We gotcha there too.
Want a firm with institutional experience that can add socially responsible investment options to your work sponsored retirement plan? Just give us the introduction!
Need to talk about succession planning, buy/sell agreement funding, or employee/executive benefits for your closely held business? Those are some of our favorite topics (outside of combating human trafficking, of course).
Our process becomes as customized as our solutions based upon the conversations we'll have. That’s why we need to start there...with a conversation.