Values-Based Investing at Valdez Financial Group
Invest With Purpose. Grow With Intention.
At Valdez Financial Group, values-based investing isn’t a fad, a filter, or a marketing gimmick.
It’s a disciplined way to align your wealth with the world you want to help shape—without
compromising financial strength.
For clients who care about sustainability, human dignity, environmental stewardship, social justice,
or faith-driven principles, we build portfolios that reflect both your financial goals and
your values. Your investments should feel right, look right, and work hard for you.
What Makes VFG’s Values-Based Approach
Fiduciary First
We start with your best interest—always. There are no proprietary products, no commissions,
and no greenwashing hype. Just rigorous research and transparent guidance.
Institutional-Quality Portfolio Construction
We go far beyond basic “ESG screens.” Our values-based portfolios may incorporate:
- Sustainable equity and fixed-income strategies
- High-conviction active managers
- Factor-based and evidence-driven components
- Impact-aligned market and alternative options when appropriate
- Unified Managed Accounts (UMAs) for elegant, tax-efficient execution
You get the same structural advantages used by sophisticated institutions—customized to reflect what matters most to you.
Personalized Values Integration
Your values are not generic. Neither are our portfolios.
We translate what’s important to you—environmental priorities, social issues,
faith-driven guidelines, or simply “do no harm”—into clear investment parameters
that shape your long-term strategy.
Do You Have to Sacrifice Returns?
Not necessarily—and in many cases, no.
Evidence shows that when sustainability factors improve risk management,
capital discipline, and long-term corporate behavior, portfolios can benefit.
Our process focuses on balancing values alignment with market realities,
aiming for competitive returns with thoughtful stewardship.
Who This Is For
Values-based investing is ideal for clients who:
- Want their wealth to reflect their personal convictions
- Desire a portfolio that avoids contradictions between their values and their investments
- Prefer sophisticated, institutional-style management rather than simplistic screening
- Appreciate a long-term advisory relationship rooted in meaning, clarity, and purpose
A More Intentional Way to Invest
Your portfolio is a tool—one that can support your future, your family,
and the world you want to leave behind.
At Valdez Financial Group, we help you invest with intention and integrity,
without trading away the financial sophistication you’ve worked so hard to build.
See What Sustainable Investing Looks Like in Your Portfolio
If you have $500,000 or more in investable assets and care about the effect your money has on the world, we invite you to
Schedule a no-cost, no-obligation ESG Discovery Call.