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Eric Cumley, CFP®

Investing Aligned With Your Values
At Olympic, we specialize in the ability to place screens on your investment accounts. These screens make it possible to exclude holdings from your portfolio which profit from objectionable products or services.

If social/moral values are a priority for you, we can help keep your money away from investments you would prefer not to benefit from financially. Examples of categories where screens can be applied include:
  • Abortion
  • Adult Entertainment/Pornography
  • Alcohol & Tobacco
  • Cruelty to Animals
  • Eco-Unfriendly
  • Firearms/Military Weapons
  • Gambling
  • Human Rights Violations

Match Your Investments With Your Values and Priorities
Growing numbers of  investors are choosing to reflect their core beliefs in the investments they own. If this is your desire, we can assist you with making the shift to a values-based approach.

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 DISCLOSURE
Olympic Wealth Management LLC is registered as an investment advisor with the State of Washington and may not transact business or dispense investment advice in states where it and its representatives are not appropriately registered, excluded, or exempted from registration.

Individualized responses to inquiries/persons that involve securities transactions or personalized investment advice for compensation will not be made without registration or exemption. Information presented here is general in nature, and does not constitute investment advice or the solicitation for purchase or sale of any product or service.

This communication is strictly intended for individuals residing in the state(s) of AZ, CA, MT, OK and WA. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.