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Ethical Screening

Faith-Driven

At St. Therese Financial LLC, we believe how you do things is just as important as the result.  We believe in doing things right. That's why we've committed to ethically screening all investments, services, and portfolios offered by St. Therese Financial LLC.  All investments undergo a rigorous multi-step screening process to minimize any involvement in LGBTQIA initiatives, pro-abortion activities, pornographic materials, and human-rights violations.

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These principles are foundational to how St. Therese Financial LLC operates, and we choose not to compromise on our values. We believe in building for our clients, not just a robust portfolio, but a good and moral future for ours and future generations.

Inspire insight. A 3rd party website screener utalized to evaluate investments.

All investments are run through a third-party screener called Inspire Insight. This screener provides a quick scan that will determine if an investment has been involved in an activity in the past two years that contradicts the values of St. Therese Financial LLC and the client.

Microsoft Copilot logo. Inspire insight. A 3rd party website utalized to evaluate investments.

Microsoft Copilot is used in unison with Inspire Insight to either validate or contradict the findings of the latter. Any information provided that is not sourced or sourced from an unreliable party is ignored unless validated by a reputable source

social media gallery. 3rd Party websites utalized to evaluate investments.

Investments social media pages and websites are vetted to determine if any violations are present. Violations found on the investment's own social media pages are weighed more heavily than those from third parties. 

Reports, releases, earnings, and proxy statements given from an investment are analyzed as well for potential violations. Since this is first party material it is weighed heavily. 

An independent search is done using different mediums (articles, websites, magazines, etc.) This is used to find new information and find sources that corroborate information already found. 

Our Screening Process

St. Therese Financial LLC does not guarantee the accuracy and validity of all information found from this ethical screening process. St. Therese Financial LLC is not passing moral judgement on any of its investments through this ethical screening process but rather, using it as a way to inform its clients on what information is out there about said investment. 

Reach out to us for a complementary financial consultation.

Meetings by appointment only.

Bettendorf, IA 52722

563-726-1507

bschmertmann@stffinancial.net

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St. Therese Financial Trademark Logo. Financial advisor experts in faith-based investing.

563-726-1507
bschmertmann@stffinancial.net

Bettendorf, Iowa   52722

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All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results.

 

Opinions expressed herein are solely those of St. Therese Financial LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by St. Therese Financial LLC an Investment Advisor in the States of Iowa and Illinois. Being registered as an investment adviser does not imply a certain level of skill or training. Insurance products and services are offered by Brennen Schmertmann, independent agent.

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The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the States of Iowa and Illinois or where otherwise legally permitted.

 

Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

 

Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.

 

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When you follow a link to one of these sites neither St. Therese Financial LLC, nor any agency, officer, or employee of the St. Therese Financial warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.

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