Values Based Investing

By Jim Kreid

You shouldn’t have to sacrifice your values or returns for doing what’s right with your money. At Solid Rock, we help a number of our clients align their dollars with their values.

Many large companies like BlackRock are using your hard earned money to enforce their woke agenda in the U.S. Even worse, the decisions they make have an immediate impact that is being felt across America today.

We help our clients screen their investments by aligning their money with companies that share the same values they do. We believe it’s critically important to be aware of how to use your dollars to make a change in the world. Give us a call for a free screening of your portfolio.

What is Values Based Investing?

Values based investing combines what you stand for and invests your hard earned money into companies that share the same beliefs as you.

ESG vs. Values Based Investing

Values based investing takes the opposite approach of ESG. Rather than using your dollars for a “woke” agenda, you can invest your money in companies that share and support your same values.

See what your “Social” score would be based on ESG Standards

How Do You Help CAT Employees?

We’ve worked with dozens of Caterpillar employees and retirees to provide them with a plan that addresses all of their financial questions.

Comprehensive Planning

Our planning approach covers more than just your employer plan. We look at your entire financial picture and give you specific advice to suit your personal retirement needs.

Order of Withdraw Strategy?

Taking money out in the right order can make a significant difference in retirement. Saving and investing is important, but once you’re retired how you spend your money is just as important.

Behavioral Coaching?

If we can show you a plan based on historical data, we can make a more level-headed decision with how we manage money and emotions.

Biblical Responsible Investing

We help our clients invest in companies that share their same Christian values, not just exclude companies that don’t.

Make A Difference

We all want to make a difference in our world, using our money to support those that share our same beliefs is a key way to bring about change.

Ready to Check Your Investments?


Give us a call for a FREE screening of your portfolio or use our FREE Investment Screening Tool from the comfort of your own home to look at up to five holdings.