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CUSTOM VALUES-BASED PORTFOLIOS

Feel Good About Where You Invest

Our portfolio managers have created specific portfolios for Patriot Wealth that ensure every dollar of your hard-earned savings only goes to funds and companies that line up with your values, without sacrificing growth and strategy.

EXAMPLES

Funds That We Utilize In Our Portfolios

The funds below are just a few of the many investment options that Patriot Wealth uses to construct it's portfolios and strategies for our clients.

The American Conservative Values ETF (ACVF) is based on the conviction that politically active companies negatively impact their shareholder returns, as well as support issues and causes which conflict with our conservative political ideals, beliefs and values.

Biblically Responsible Funds

Inspire is the world's largest faith-based ETF provider, managing over $1.7 billion in faith-based ETF assets (as of 9/30/2024)

Investing with Purpose

Sovereign’s Capital was founded with a vision to transform faith-driven investing beyond negative screening. We invest in companies with faith-driven CEOs who have exceptional corporate cultures that seek outperformance and enable their employees to flourish.

Consultation

Discover how Patriot Wealth can enhance your portfolio. Schedule a Zoom call with Jon for a free report on your investment strategy.

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©2024 by Patriot Wealth. 

Investment advisory services offered through Financial MD, LLC, a Registered Investment Adviser. Registration as an investment adviser does not imply a certain level of skill or training. This website is provided for informational purposes only and nothing contained herein should be construed as a solicitation to buy or sell any products. Advisory services are offered only to clients and prospective clients in places where Financial MD and its investment adviser representatives are registered or exempt from registration. Investing involves the risk of loss of principal. Past performance is no guarantee of future performance and no investment strategy can guarantee a profit or protect against loss.

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