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New Financial Services Firm Launches… With a Twist 
A new financial services firm, Values First Advisors, specializes in investing according to a client's values and faith.

August 20, 2009 ( PowerHomeBiz.com )  - Amid mounting consumer dissatisfaction with big Wall Street brokerage firms, a new financial services firm is offering consumers an alternative. The alternative? Let your values guide your investing.

 

Mr. Peroni has just opened the doors to a new financial services firm, Values First Advisors with an office in Mt Pleasant SC, a suburb of Charleston. The new firm specializes in investing according to a client’s values and faith. And the results are impressive. Since January of this year the “Faith-Based Portfolio” Mr. Peroni assembled has returned a remarkable 35.5% against the respectable, but far less, 9.43% of the S&P 500 over the same time period.

When asked how a small upstart firm can possibly benefit investors, he responded by pointing out the following: “Yes we are small and we might not have the resources of a huge firm, but we can access that type of research, and more, very easily while taking care of investors with a very personal and “Faith-based” approach that no big firm can, or would, ever do.”

Jay Peroni, renowned Certified Financial Planner and author of The Faith Based Millionaire and The Faith Based Investor, has become the globe’s resident authority on the subject of “Faith-Based Investing”. Jay and his firm, Values First Advisors, go beyond just profit and “socially responsible” investing to find investing solutions that are both profitable and in-line with the values of his clients.

They have offices in Mt Pleasant, S.C., Abingdon, VA., and Johnson City, TN.

 

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