Our Value Statement
Value in Values—committed to what you care about
At Bond&Devick we are unique in that we use Goals-Based Financial Planning, to measure progress towards your goals, driven by your values. We believe our clients’ investments should be aligned with what is important to them. Our clients complete a sustainable, responsible and impact (SRI) investing questionnaire to assist in this process.
In 2015 we validated how we have operated since our inception in 1982 with our B Corp Certification. This certification proves and authenticates that we put our employees, clients and community above profits.
Becoming a signatory of The Principles of Responsible Investment further strengthened our position as a firm operating outside the box of a traditional financial company. We now hold investment managers accountable to put their capital towards achieving the United Nations Sustainable Development Goals.
As a fiduciary we have a moral and legal obligation to put our clients’ interests first, we do what is right for you at all times. We are independent and fee based. We believe honesty and transparency is crucial in creating strong and lasting relationships.