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Solid performance is a major factor with client portfolios, but it is not necessarily the only factor. Many of our clients choose to take a principled approach with their investments. In these cases, Wierenga Asset Management, Inc. works closely with them to allocate their assets in keeping with those convictions.
Many publicly traded corporations have operated with a profits first mentality despite numerous objections from a variety of organizations. When individuals or organization invest money into companies either directly or through a mutual fund, they become owners of those companies. Some our clients have chosen to prioritize companies or funds that do not conflict with their values, whether those be biblical, environmental, moral, or social.
As an independent RIA firm, Wierenga Asset Management, Inc. is able to select from a wide range of securities and tailor each portfolio to the desires of the individual client. We use independent research to select investments for clients? portfolios that fit their priorities.
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