Values-based investing is an investment strategy that prioritizes investing in companies with high environmental, social, and governance standards—in other words, companies that have a strong track record on issues like protecting the environment or taking care of their workers.
At Plenty, we believe that investment dollars is a powerful way to support companies that are aligned with an individual's values, whatever they may be.
When using Premium portfolios (which use direct indexing), our trading algorithm makes sure that you don't invest in things you don't believe in. There's no extra fee for using a Premium portfolio, but they are only available for Joint Goals.