Be the Bridge Between Your Clients' Values and Their Investments

Discover what it means to be a Values-Based Advisor who helps clients align their portfolios with what matters most to them
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Historical Context

Beyond ESG: A Return to Actual Values Based Investing

Values-based investing traces its roots to the 1700s, when religious groups like the Quakers and Methodist Church first aligned investments with principles. This grassroots movement focused on individual investor choice and personal values—a stark contrast to today's standardized ESG scoring systems.
Core Principles
Bottom-up approach starting with client values
Individual investor control over holdings
Direct ownership and voting rights
Customized portfolio construction
Dynamic response to changing corporate behavior
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What Values Do You Value?
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The Growing Demand for
Values-Based Investing

77% of investors
want their investments aligned with their values
Source: Morgan Stanley Institute for Sustainable Investing, 2024
$1.2 trillion+
total worldwide impact investing market size
Source: Global Impact Investing Network (GIIN), 2024 Report
95% of millennials
actively seek values alignment in their investments
Source: Charles Schwab Modern Wealth Survey 2022

From "What's Your Risk Tolerance?" to "What Matters Most?"

Elevate every client interaction by bridging their financial and life goals in one place. The benefits are clear.
For your Clients
More control over their investment decisions
Clear data instead of generic ESG scores
Adapt as views change over time
Take action through shareholder voting
See measurable impact on what matters to them
Works with the real exchange rate
For your practice
Guide clients' values discovery objectively
Support clients as their views evolve
Access precise screening tools
Build lasting, authentic relationships
Engage in meaningful conversations
Stand out from other firms
Where it begins: Behavioral Values Questionnaire

Where it all begins: The B.V.Q

Our scientifically-backed questionnaire, developed with BEworks, helps uncover what truly matters to your clients in just 15 minutes. Meet the Behavioral Values Questionnaire (BVQ)

16 Questions

Evidence-based questions with simple five-point scale responses

Personalized Reports

Match portfolios to client values with detailed alignment reports
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15 Minutes Or less

Quick completion time with no choice paralysis

8 Personas

Pre-built profiles like "Planet Protector" and "Health Defender"
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Take the BVQ

Resources For Values Based Investing

Articles, Interviews, and Guides
Article

Values-Based Investing: Transcending beyond acronyms to deliver true client alignment

Values-based investing isn't just another ESG strategy. Discover how to create customized portfolios that reflect your clients' values

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Guide

Guide: Client Conversations about Direct Indexing through VADIS

Clients increasingly want their investments to reflect their values. But how do you navigate these conversations effectively? Here's How.

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