Values-Based Investing


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.