Values-Based Investing
Values-Based Investing with Bond&Devick
At Bond&Devick, our model is centered around Goals-Based Financial Planning driven by client values. For decades, we have been pioneers in Sustainable, Responsible, and Impact (SRI) investing. While "Green Investing" has gained popularity in recent years, we have been deeply committed to this approach for over 30 years, establishing ourselves as leaders in SRI investing in the Minneapolis-St. Paul area.
Why SRI Makes Financial Sense
We believe that investing in a sustainable and responsible manner is not only ethically sound but also financially prudent. Many of our clients wish to align their investments with their values but worry about potential lower returns. However, we have found that incorporating sustainability factors can potentially enhance financial performance by focusing on Environmental, Social, and Governance (ESG) issues.
Simplifying ESG Investing
The rise of ESG factors in investment research has led to some confusion among investors. However, it doesn't have to be complicated. We have tools and questionnaires that help us create a tailor-made portfolio based on what is important to our clients.
Contact Us
To discuss how incorporating ESG factors into your investment strategy can improve your outcomes, please feel free to contact RJ at rj@bondanddevick.com or Rob at rob@bondanddevick.com. To schedule an appointment with either RJ or Rob, please reach out to Chris Gaffron at chris@bondanddevick.com.
UPDATES
First Quarter 2025 SRI Update DEI (Diversity, Equity, and Inclusion) and Celebrating BCorp Month
Second and Fourth Quarter 2024 Looking Ahead, Summer and Fall B&D Recap, What Can YOU Do?
PODCASTS
Sustainable Purchases and More with RJ Devick and Bailey Johnson
Description: In this 30 minute podcast RJ Devick sits down with Bailey Johnson, Event and Marketing Manager at Impact Hub MSP. They talked about how to make a difference with everyday purchases as well as broader topics around sustainability.
A few of the companies mentioned were The Tare Market, Peace Coffee, and Who Gives a Crap.
Shareholder Advocacy with RJ Devick and Emily Lee, IMPAX (40 min)
Description: In light of the ongoing threat of climate change, it is important to invest in companies that are working to combat the ongoing concerns. RJ Devick, Partner and Financial Advisor talked with Emily Lee, VP Business Development with IMPAX Asset Management to discuss shareholder advocacy in a company effort to combat these climate crises. IMPAX is an asset management firm that works to invest in companies with net-zero emission goals and engage with companies on how to shift towards more sustainable steps.
Protecting Individual Rights" with RJ Devick and Jana Kooren, ACLU (40 min)
Description: RJ sat down with Jana Kooren, Community Engagement Director, of the ACLU of MN. The ACLU was founded 100 years ago and works in the courts, legislatures and communities to defend and preserve individual rights and liberties guaranteed in the US Constitution. RJ and Teresa are supporters of the ACLU of MN as the group has been a leading advocate in the state to protect the rights of refugees and immigrants.
Description: RJ Devick, Partner of Bond&Devick Wealth Partners and David Reiling, President and CEO of Sunrise Bank discuss the importance of Balancing Profit and Purpose. How these 2 like-minded, Certified BCorps companies based in Minneapolis-St. Paul are effecting positive change by using business as a force for good.
Celebrating Women's History Month with RJ Devick and Sara Evans
Description: RJ Devick was honored to talk with someone who has spent her career researching, writing, and teaching about women’s studies. Sara Evans is a retired professor from the University of Minnesota. She has a PhD in United States History from University of North Carolina, Chapel Hill. A M.A. in Political Science from Duke University. And a B.A in History from Duke University.
Sara specializes in American women's history, gender analysis, family history, and social movements.
B&D Value's Based Investing - how we align client's values with their investments - RJ Devick and Rob Caverly (5 min)
B&D's History of Values Based Investing with RJ Devick and Kristine Bisanz
History of Value's Based Investing with Bond&Devick - RJ Devick and Kristine Bisanz (9 min)
