Values-Based Investing

Values-Based Investing with Bond&Devick

At Bond&Devick, our model is centered around Goals-Based Financial Planning driven by client values. For decades, we have been pioneers in Sustainable, Responsible, and Impact (SRI) investing. While "Green Investing" has gained popularity in recent years, we have been deeply committed to this approach for over 30 years, establishing ourselves as leaders in SRI investing in the Minneapolis-St. Paul area.

Why SRI Makes Financial Sense

We believe that investing in a sustainable and responsible manner is not only ethically sound but also financially prudent. Many of our clients wish to align their investments with their values but worry about potential lower returns. However, we have found that incorporating sustainability factors can potentially enhance financial performance by focusing on Environmental, Social, and Governance (ESG) issues.

Simplifying ESG Investing

The rise of ESG factors in investment research has led to some confusion among investors. However, it doesn't have to be complicated. We have tools and questionnaires that help us create a tailor-made portfolio based on what is important to our clients.