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Constitutionally Responsible Investing

Active Ownership | Proxy voting

First, the Problem:

Are you using mutual funds & ETFs?

Like most Americans you may be using these financial products, created by large financial firms, to meet your investment needs. Unfortunately, these popular products have resulted in investment firms, such as BlackRock, controlling the majority of outstanding shares of stock in America's corporations!

Why is this?

When you buy a share of stock in a company, you have voting rights, such as Board of Directors elections and management proposals, that can affect how a business is run. This is done via Proxy Voting at shareholder meetings. When you invest through a Mutual Fund or ETFs, you are stripped of the voting rights that come with stock ownership, which transfers to the financial firm that created the product!

The Solution?

Constitutionally Responsible Investing!

Starting with a belief in the separation of Corporation & State, it is active ownership, via Proxy Voting, by Conservative & Liberty Minded Americans over their personal investments. To do this, we build diversified stock portfolios directly in your own account, allowing you to get the diversification benefits of mutual funds but retaining control of the voting rights of your shares!

Unlike other financial firms, we then provide Proxy Voting services on your behalf so that you can be confident your investments, values and beliefs are being represented in Corporate America.

Want To Learn More?