Principles Based Investment Form

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Principles-Based Investing

by Blue Trust

How to manage your money and investments with eternity in view.
Learn the difference between prosperity—the accumulation of goods on this earth, and posterity—the heritage left to the generations who follow you.
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“The effectiveness of any investment strategy is determined by how the investor defines success. What is the primary goal of the portfolio? If investors can answer this question and understand the trade-offs associated with pursuing that goal, we believe that they are less likely to deviate from the plan during periods of stress.”

– Blue Trust
Principles Based Investments

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Who is Blue Trust?

Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. We serve people across the wealth spectrum, from individuals who need everyday financial advice to multi-generational families who require complex family office services to business owners who need custom consulting.

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. *The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.