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With Values Based Investing from Devoted Capital, we are dedicated to helping educate, empower and engage our clients to align their values with their investment objectives. We go beyond fiduciaries into what we call a stewardship model where we hold ourselves to a biblical standard of accountability and responsibility.
Learn more about financial stewardship.
Simply put, Values Based Investing or VBI, is the practice of aligning your financial and investment goals and objectives to your personal values. You make values based decisions every day, so why should your investments be any different?
Learn more about values based investing from Devoted Capital.
A STEWARD IS THE BEST TYPE OF FIDUCIARY
FAMILY FOUNDED
FAMILY OWNED
FAMILY FIRST
100+ YEARS OF COMBINED
EXPERIENCE
NO SURPRISE
FEES…EVER
Devoted Capital is a Christian-run organization that treats its employees and clients with integrity, honesty, and empathy. That isn’t just corporate speak. It is a part of the fabric of who we are from top to bottom.
We are a family-run company that values authentic and meaningful conversations that help develop long-term, successful relationships rather than quick wins and impersonal interactions. We believe every client is unique and has their own needs and goals therefore you will never find any cookie cutters in our office…go ahead, look through our drawers and try to find one!
Whether you want to learn more about Values Based Investing, are looking for general investment guidance or even looking for a job, we are here to help!
Email: info@devotedcapital.com
Phone: (805) 271-8020
Address: 31248 Oak Crest Dr.,Suite 100, Westlake Village, CA 91361
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Investment advisory services offered through Alliance Advisory & Securities, LLC.
Whether you have a question about values based investing or your unique financial journey, we are here to help!
