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I really like the idea that my retirement investments are no longer in conflict with my belief system. Although I've only been invested with Storehouse for 8 months, I can say emphatically that Biblically Responsible Investing has definitely NOT been at a sacrifice to Return-On-Investment; at this point my earnings with Storehouse are UP about 13%, whereas the S&P is DOWN about about 5%.Sep 7, 2011
License Type: Investment Adviser Representative (TN)
- What advice would you give a customer looking to hire a provider in your area of work?First, investors should be aware of the many conflicts of interest present with many advisors and firms. Second, insist on an independent, fee-only advisor. Only independent, fee-only advisors are free of the many biases and conflicts of interest. They are the only advisors who are legally-obligated to place your interests first. Third, find an advisor who will tailor recommendations to your values, your objectives and goals. Of course, doing so will require the advisor to actually get to know you before rushing to make recommendations. Finally, for added peace of mind, search for an advisor who shares your values and beliefs.