We help progressives build financial lives they feel good about.
At Values Added, we’re passionate about supporting people who want to leverage their wealth to make an impact and live a joyful life.
The below case studies are hypothetical composites based upon our client experiences.
Allison & Rohit
Sara & Elizabeth
Ben & Ali
The Newly-Exited Startup Employee/Founder
The Values Added Experience
We help clients choose the social impact strategy that’s right for them:
Avoid problem industries
Abstaining from companies doing things they don’t want to be a part of.
Remain invested in major companies to use ownership positions to move them in a good direction.
Lending money at low interest rates to organizations that empower people who need it.
INVESTING IN CHANGE
Focusing investment decisions on fundamentals and using surplus to directly invest in organizations that are fighting for a better world.