Investment Services
Our focus is to help our clients grow and manage their wealth in a manner that aligns with their values. Through our strategic relationships, we provide access to a diverse range of investment services tailored to meet the unique needs of our clients:
Impact Screening:
As your wealth manager, we collaborate with our asset mangers who specialize in impact screening, focusing on generating positive social and environmental outcomes alongside financial returns. Our asset managers carefully select investments that promote sustainable growth, responsible corporate practices, and positive community impact, ensuring your investments align with your values.
Biblically Responsible Investing:
We work closely with asset managers who prioritize biblically responsible investing, ensuring that your investments align with biblical principles. Asset managers screen potential investments based on various criteria such as corporate governance, alcohol, and ethical business practices, allowing you to invest with a clear conscience.
Interval Fund Investing:
We offer interval fund investing, providing you with access to alternative investment strategies typically reserved for institutional investors. These funds allow for a more diversified portfolio and the potential for enhanced risk-adjusted returns.
Custom Individual Portfolio Management:
Working with expert portfolio managers, we offer custom individual portfolio management services tailored to your specific financial goals, risk tolerance, and values. Asset managers work closely with you to create a personalized investment strategy, incorporating your preferences and delivering a truly unique portfolio that reflects your beliefs and objectives.
Tax Overlay Services:
Recognizing the importance of tax efficiency, we also provide tax overlay services to optimize your investment returns. Asset managers analyze your portfolio and implement strategies to help minimize your tax liability.
The subject matter in this communication is educational only and provided with the understanding that Principal® is not rendering legal, accounting, investment or tax advice. You should consult with appropriate counsel, financial professionals, and other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements.