Broker Check

Account View

Macomb Office:   16800 24 Mile Rd., Ste. #1, Macomb, MI 48042

Oxford Office:      20 Hudson St., Oxford, MI 48371                                           

Phone: (586) 781-7170

Invest In Your Beliefs

The beliefs you hold are a fundamental part of how you live your life. Shouldn’t they also be an essential part of how you invest your money? We can enable you to align your investments with your values and beliefs through a custom portfolio. 

Using select money managers, investors can exclude the following social categories from their portfolio.

  • Abortion/Abortifacients 
  • Adult Entertainment 
  • Animal Welfare 
  • Alcohol 
  • Board Diversity 
  • Contraceptives 
  • Environmental Performance 
  • Gambling 
  • Human Rights 
  • Labor Relations/Work Place Issues 
  • Nuclear Power 
  • Predatory Lending 
  • Stem Cell Research 
  • Tobacco