Feb 10 2025 29 mins 2
In this episode we have managing director of Blue Trust's Charlotte office, Roger Gum, and Blue Trust Chief Investment Officer, Brian McClard. They discuss faithful investing and how investors can utilize access portfolios to align with their value and take advantage of the opportunity to impact change in the companies where they hold shares.
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The information in these podcasts is provided for general educational purposes only. It is not intended as specific individual advice. The clients’ experience may not be representative of the experience of other clients, and they are also not indicative of future performance or success. Opinions expressed may not be those of Blue Trust.
Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested.
