Ethical Advisers, Karen McLeod and Luke Price, feature in a Financial Standard article, written by Elizabeth McArthur.
Read the article: Debatable... more
Investments that suit your individual needs
We recommend investments that suit your specific needs
Invest Your Way
Your investment, your choice. We ask you about your goals, risk tolerance and ethical values first
Secure & Speculative
You can select from secure government-backed investments to speculative company shares
Performance & Security
The performance and security of ethical investments tend to mirror the general investment markets, ranging from very secure government-backed investments to speculative company shares.
Most ethical investors have balanced portfolios with some funds in very secure investments and some in more speculative areas.
Our vision is to help all investors incorporate their values with their investment objectives.
We review the investments that meet your financial criteria
Like traditional financial advisers, we analyse the financial appropriateness of stocks, managed funds and other investment products to determine if they are well-priced, have the potential to outperform, are well-managed and are suitable for your needs.
We use specialist ethical investment research to complete this analysis, along with our own internal analysis.
Investments that suit your financial goals as wells as your ethical values
We ask you about your goals, risk tolerance and ethical values before recommending investments suitable for you. You also can choose, to a certain degree, the level of income and/or growth you want.
Ready to Invest Your Way ?
Latest News & Resources
Ethical Investment Adviser, Hope Evans, featured in a recent XY Adviser Podcast:
Apple iTunes: http://co.xyadviser.com/xyitunes2eis
Stitcher (Android): http://co.xyadviser.com/xystitcher2eis
Spotify: http://co.xyadviser.com/xyspotify2eis... more