Mark DiMaria on WDCX
What Are Your Investment Dollars Supporting?
You may know how your investments are performing, but do you know what companies and business activities your investment dollars may be supporting?
Request a complimentary Investment MRI Portfolio Screening to see which companies are represented within your investments and how those holdings compare with biblical screening criteria.
REQUEST MY COMPLIMENTARY INVESTMENT MRI WITH THE FORM BELOW
Or call Mark directly at 716-580-3781.
Request Your Complimentary Investment MRI
Complete the form below to request your portfolio screening. Mark will contact you to discuss the next step and let you know what information will be needed to complete the screening.
Prefer to speak with me directly?
Call 716-580-3781.
*Advisory services are offered through Inspire Advisors, LLC, an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. This content is for informational purposes only and should not be construed as personalized investment, legal or tax advice. Investing involves risk, including possible loss of principal. Biblically Responsible Investing (“BRI”) strategies use faith-based screening criteria and may limit investment opportunities. Inspire Impact Scores and related screening results are based on a proprietary methodology and should not be construed as guarantees of investment performance or moral purity.*
Contact
716-580-3781
Your Investments Can Reflect More Than Your Financial Goals
Many Christians are intentional about how they live, give and spend their money. However, they may not realize that the mutual funds inside their retirement and investment accounts can include companies involved in activities that conflict with their Christian beliefs.
That does not mean you have intentionally chosen to support those activities. Most investors have simply never been shown what is inside their investments. The Investment MRI gives you an opportunity to take a closer look.
What Is an Investment MRI?
An Investment MRI is a portfolio screening that provides greater visibility into the companies represented within your current investments.
Using the Inspire Insight screening tool, Mark can show you:
• Which companies are represented within your investments
• Where potential areas of concern may exist
• How your holdings compare with biblical screening criteria
• Information you can use when considering whether your investments reflect your convictions
The screening is designed to provide information and clarity. The results do not make the decision for you. They give you a clearer picture of what you currently own so you can make more informed financial decisions.
Disclosure: Investment MRI portfolio screenings are offered through Mark DiMaria in his capacity as an Investment Adviser Representative of Inspire Advisors, LLC. Insurance products and Medicare planning are offered separately through InCareLife Services, Inc. Advisory and insurance services are separate and involve different compensation arrangements
How the Complimentary Screening Works
- Request Your Screening
Complete the form on this page or call Mark at 716-580-3781 to begin the conversation.
- I’ll Screen Your Investments
I use the Inspire Insight screening tool to identify the companies represented within the investments being reviewed and compare them with biblical screening criteria.
- Review What the Screening Reveals
Then, I will walk you through the findings, explain what they mean and help you better understand how your current holdings compare with the values you want your financial decisions to support.
REQUEST MY COMPLIMENTARY INVESTMENT MRI WITH THE FORM ABOVE
Meet Mark DiMaria
The Financial Groundskeeper
Before I got into financial services, I worked as a landscaper and groundskeeper. That experience taught me something I still believe today: healthy growth doesn’t just happen on its own.
You have to understand the ground you’re working with. You need to know what’s growing well, what may be getting in the way and what needs to be planted, protected, removed or changed.
Over time, I realized financial planning works much the same way.
I’ve worked in financial services for more than 25 years, helping individuals and families make decisions about their money, protection and future. That’s why I call my approach Financial Groundskeeping.
Good financial guidance isn’t about recommending one product and sending you on your way. It starts with understanding what matters to you, looking at what you already have in place and figuring out what may need attention.
My Christian faith also shapes the way I view money and financial responsibility. I believe money is a tool and that what we have should be managed with wisdom, care and a clear understanding of what it is meant to support.
When we look at the companies inside your investment portfolio, my role is to help you understand the ground you’re standing on, identify what may need attention and decide what makes the most sense from there.
Mark DiMaria
The Financial Groundskeeper
InCareLife Services, Inc.
