Your Advocate When Investing

is a progressive investment approach that goes beyond traditional socially responsible investing (SRI). Instead of merely excluding controversial industries, it identifies and invests in companies that lead in:
 

• Environmental sustainability and management

• Diversity, equity, and inclusion initiatives

• Corporate governance and ethical leadership

• Social justice and community involvement
   

Further, we do not tell you what your values should be, you tell us and we invest accordingly.  

How Can Investing Aligned With Your Values Benefit You?

Unlike traditional SRI strategies, which rely only on exclusionary screening, advocacy investing proactively seeks out businesses that are driving positive change that aligns with your values while maintaining the financial performance you expect. Our research and experience demonstrate that investors can achieve competitive returns while staying true to their values.

The Guardian Rock Wealth™ Advantage

Our proprietary, innovative investment process leverages over three decades of experience to ensure consistent diversified, principle-driven wealth management. Whether you are an individual investor, advisor, or organization, Guardian Rock Wealth can help you align your financial future with your convictions.