What Would It Be Like to Not Just Invest—But to Actually Understand Where Every Dollar Was Going?

Intentional Ownership is a redefined investment philosophy for values-driven people who want to own what they believe to be excellent companies that promote prosperity, while supporting positive change in our world.

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Not so long ago, individuals who chose to invest knew where their money was going.

We believe today’s investing looks a lot different and that many investors may…

Lack understanding of what companies they actually own
Fear market volatility above all else
and may blindly place their faith in advisors who promise results based on ‘best practices,’ without actually explaining what those practices are.

It is our firm belief that the investment world has become a place of darkness, confusion, and fear.

We believe the modern investing industry thrives on keeping investors in the dark—because when investors don’t understand the bigger picture, they may be less likely to ask questions

…Questions that, in our opinion, many financial advisors don’t even know the answers to themselves.

Questions like?

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How does this investment strategy align with my long-term goals and intentions?

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Should I own more bonds or stocks at this point in my life?

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What happens if something…um, ‘unprecedented’ happens?

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What specific companies am I actually invested in?

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How can I be sure my investments reflect my personal values system?

Intentional Ownership is all about demystifying the investment process—so you can build your wealth by owning what we believe to be excellent companies that align with your goals and values.

We don’t just talk the talk. Our entire business is built around our core values:

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Transparency

We’re 100% upfront with our clients about where 100% of their money is going, 100% of the time.

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COMMUNICATION

We host quarterly webinars where we address our response to current economic and political events and why—so you’ll never have to wonder what’s going on behind the scenes.

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EDUCATION

We believe empowered investments begin with educating our clients about what really matters. With frequent communication and touchpoints, we help you refocus on strategies that align with your long-term goals and intentions .

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INTENTION

When we know better, we can start to do better. We offer a unique approach to investing that prioritizes your values & focuses not just on Return on Investment, but a Return on Intention.

We’re Committed to Providing Investments Strategies You Can Trust…
Rooted In What We Believe Are Historically Excellent Companies You Can Count On…
Fueled By Values-Based, Time-Tested Methods Our Clients Love.

Looking For the Nitty Gritty Details?

Learn More About Our Investment Philosophy Here.

What Would It Be Like to Not Just Invest—But to Actually Understand Where Every Dollar Was Going?

Not so long ago, individuals who chose to invest knew where their money was going.

We believe today’s investing looks a lot different and that many investors may…

It is our firm belief that the investment world has become a place of darkness, confusion, and fear.

Questions like?