Are you concerned about what kinds of companies make up your investment portfolio? Do you wish you could find a way to invest only in companies whose business practices are in line with your beliefs and values? We understand your commitment to your core values runs deep and we are here to help you bring your financial and investment decisions in line with your convictions.

We provide socially responsible investment portfolio options that apply a rigorous screening process based on the following standards:

• Earn at least 20% of their total business revenue through the production and/or sale of military weapons and/or weapons of mass destruction
• Engage in certain for-profit business activities in or with the Republic of Sudan
• Earn at least 15% of their total business revenue through the production and/or sale of tobacco or alcohol products
• Earn at least 20% of their total business revenue from gambling activities
• Directly participate in abortions
• Manufacture pharmaceuticals, abortive agents, or contraceptives
• Are involved in stem cell research
• Earn at least 15% of their total business revenue from the rental, sale, distribution or production of pornographic materials or the ownership or operation of adult entertainment establishments
• Are for-profit health care providers
• Have had major recent controversies relating to child labor infractions in the U.S. or abroad

Making informed decisions on where — or where not — to invest your money is crucial to helping ensure that your wealth management plan is in line with your most deeply held values and goals.