Ten reasons not to invest with us

1. Our primary goal is not investment performance but to impact America.

2. We only invest in companies headquartered in America which greatly limits our stock choices.

3. We only invest in companies that score at least 400 on our values scoring system which greatly limits our stock choices.

4. We are small with only about 60 million under advisement.

5. Our fees are higher than some of the large investment firms like Vanguard or Fidelity.

6. We are not market timers. Therefore, we stay in the market even when financial markets look weak.

7. Although grateful for competitive past performance, there are firms with better investment performance.

8. Our portfolios are only available through a small group of advisors in America. (Hoping to get an ETF in 2024)

9. We include fossil fuel stocks and believe that the increase in CO2 is HELPING the planet get greener.

10. We are not overly concerned with DEI or ESG. We like ICC - Integrity, Caring and Courage.