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Cody & Associates

Cody & Associates

Offering Financial Certainty In An Uncertain World

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    • Jeff Cody
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(855) 383-2639
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Socially Responsible Investing

DO YOUR INVESTMENTS MATCH YOUR VALUES?

What do your investments say about you?

The things we buy, the companies we buy from, and the causes we support say a lot about us. As Christians, upholding God’s standards is our first priority, yet what we do with our money may tell a different story. Is there a way for Christians to have their finances reflect their values, while also being wise investors? Is there a way for our faith to resonate in how we save and invest, without compromising your goals?

Is there more to making money than just making money?

Today’s investment market includes plenty of socially responsible investment (SRI) opportunities for investors with a heart towards social activism, environmental, and other concerns. While there are many funds for various religious organizations, Biblically Responsible Investing (BRI) is different.

Know what you are investing in

With Biblically responsible investments, you will know where your investment dollars are going. We have the tools that allow us to exclude companies in your portfolio that endorse or profit from industries not aligned with your Christian values, such as:

• Abortion
• Pornography
• Gambling
• Traditional American Values

In addition, our screening abilities extend beyond these more obvious evils into those that are more insidious in their cultural effect:

LIFESTYLE
an evaluation of companies that defend or attack the sanctity of marriage, while balancing dignity and non-discrimination

ENTERTAINMENT
an evaluation of companies that promote violence, profanity, sex, and/or illegal drugs through advertisements and various media

HUMAN RIGHTS
an evaluation of companies operating under a regime or in a country that violates basic human rights, including Christian persecution, labor violations, and terrorism

Is your portfolio aligned with Biblical principles?

Schedule a free consultation with us, and together, we will look at how well your existing portfolio aligns with your beliefs.

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Call: (855) 383-2639

Call to schedule a time for us to talk. There's no cost or obligatation for an initial consultation.
- Jeff Cody, LUTCF, FSS
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  • Making a Charitable Contribution

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(855) 383-2639

Jeff Cody, LUTCF, FSS
Jeff Cody & Associates

Serving clients throughout
the United States and the U.S. Virgin Islands

Investment Advisor Services Offered Through First Advisors National
[READ FIRM BROCHURE]

Copyright 2020 Cody & Associates • Cody and Associates is a financial services company that specializes in asset protection and retirement income products and services. Jeffrey A. Cody is the principal owner of Jeff Cody and Associates and only offers insurance products and services in states where licensed to do so. Investment advisory services are offered through First Advisors National, LLC ("FAN Advisors"). FAN Advisors is an investment advisor firm registered pursuant to the regulations of the U.S. Securities and Exchange Commission (SEC). Jeffrey A. Cody is an investment advisor representative of FAN Advisors and is registered to only offer specific advisory services through FAN Advisors. FAN Advisors does not offer insurance services. The FAN Advisors written disclosure document is available upon request; please review it for details regarding advisory services, FAN Advisors and Jeff Cody and Associates are independently owned and operated. [READ DISCLOSURES]
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