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..."You shall love the Lord, your God,
with all your heart, with all your soul,
and with all your mind.

Matthew 22:37 NABRE

Like family life, economic life is one of the chief areas where we live out our faith, love our neighbor, confront temptation, fulfill God’s creative design and achieve our holiness. Our economic activity in factory, field, office or shop feeds our families—or feeds our anxieties. It exercises our talents—or wastes them. It raises our hopes—or crushes them. It brings us into cooperation with others—or sets us at odds.

As a key component of our economic lives, our investments either further endear us to or estrange us from our awesome loving God. 
 

As consumers, we are morally responsible for the products and services we buy and how we use them— i.e., the kind of movies we stream. However, when possible, we should avoid companies having a negative social impact.

 

Investors (owners) are morally responsible for the profits they are earning and how they are earned— (profiting from pornography on a streaming service) as well as the overall impact of everything that the company promotes and supports.

Seeking Positive Social Impact

 

As part of our Fidelis Wealth Planning services, we avoid or minimize our exposure to companies with negative impact scores. 

 

As part of our Fidelis stock selection methodology, we eliminate companies with a negative Inspire Impact Score.

Inspireinsight.com is our faith-based screening resource.

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Fidelis Principles of a Virtuous Life

 

Both our Wealth Planning and Investment Management processes integrate and encourage the practice of virtue.

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