You may want your
money to help shape a
better future without compromising your own.

You may want your money to reflect more than financial growth alone.

Perhaps you care not only about your own wellbeing, but also about the wellbeing of others, the health of the planet, and the kind of future your investments help shape.

Maybe long-term thinking, responsibility, and sustainability are already part of how you move through the world.

At the same time, we understand that investing can feel uncertain. Because we think, when money is personal, uncertainty becomes personal too.

You may wonder whether values-based investing is financially realistic, how it may affect returns, how it actually works, or who and what to trust.

When those questions remain unanswered, good intentions may stay stuck in hesitation.

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FIND AN APPROACH THAT FITS YOU

The gap between financial
goals and personal values
can feel very real.

Interest in more conscious ways of investing appear to be strong. Research* shows that while most investors - everyday people looking for more thoughtful ways to grow and manage their wealth - express interest in aligning their money with their values, far fewer feel confident enough to invest differently in practice.

Even so, interest does not always lead to action. In our view, many people who want to align their money with their values can still feel unsure about how to do so in practice.

For many, the hesitation is not necessarily about indifference. More often, it comes from trying to make thoughtful financial decisions in a world that can feel increasingly complex.

Because intention alone does not always turn into action without understanding.

We’re here to help you navigate investing more thoughtfully, with clarity, confidence, and your values in mind.

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What is Values-Based Investing?

It starts with what matters to you
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‍When you invest based on your values, financial goals remain important. But so does understanding where your money goes, what it supports, and the kind of future it helps shape.
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It's personal
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Your priorities might include sustainability, healthcare, education, innovation, transparency, climate, or other areas. You might also want to avoid supporting certain industries altogether. It is your money, and your vision of the future.
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It's not about perfection
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We believe values-based investing is not about ideological purity. It is about making thoughtful, informed financial decisions that can feel more aligned with your broader priorities, concerns, and long-term vision.
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It's not about choosing values over performance

At Holistic Finance, we approach values-based investing thoughtfully and pragmatically, with financial discipline, long-term thinking, and careful portfolio construction. As with any investment approach, outcomes are not guaranteed, and values-based strategies may involve risks, limitations, and trade-offs.

Our Philosophy
A more human investment experience

Clarity

We believe financial decisions can feel more approachable when people have the space, context, and support to better understand what they’re doing and why.

Trust

We believe trust may develop over time through transparency, consistency, and honest communication.

Accessibility

We believe values-based investing should feel more approachable and less intimidating, regardless of where someone may be in their financial journey.

Alignment

As we understand it, many people may not want financial decisions and personal values to exist separately from one another.

Our approach aims to help clients explore investment strategies that consider both financial goals and broader personal priorities. For a more human investment experience.

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What working together
may look like

We believe values-based investing can feel more approachable when the process is clear from the beginning.

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Conversation

We usually begin with a short, 15-minute complementary call: a conversation about your goals, questions, and what brought you here.

This first step is intended to help both sides understand whether Holistic Finance could be the right fit for your needs.
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Understanding your priorities

If we move forward, we aim to understand both your financial situation and the personal values you may want reflected in your planning or portfolio.

This can often include your goals, time horizon, risk tolerance, liquidity needs, family considerations, lifestyle priorities, and the areas of impact that matter most to you.

Reviewing your financial picture

Our team will typically review your current financial situation, existing investments, planning needs, and broader financial priorities.

Depending on your situation, this might include retirement planning, cash flow and liquidity planning, risk management, estate and tax planning, and values-driven decision frameworks. Holistic Finance lists these as part of its comprehensive financial planning approach.

Exploring aligned strategies

Based on what we learn, we explore strategies that consider both financial goals and values alignment.

Our investment offerings may include public equity and fixed-income strategies, custom values-aligned portfolios, direct indexing, and carefully vetted private placements in areas such as regenerative agriculture, renewable energy, conscious tech, and community development.

Building thoughtfully

When appropriate, the team can help build a portfolio or financial plan designed around your goals, values, and personal circumstances.

This can include values-based screening, portfolio analysis, financial planning, and ongoing alignment reviews, depending on what is suitable for your situation. All investing involves risk, and any strategy should be evaluated in relation to your goals, risk tolerance, time horizon, and financial needs.

Ongoing guidance

If we continue working together, our role is to support the relationship over time through education, communication, and ongoing review.

Your values, needs, and financial life may evolve. We aim to help your strategy stay connected to those changes with care, perspective, and practical attention.