Partner with Value Oriented Ventures for responsible investment strategies that align with your values while delivering consistent returns through ESG-focused portfolio management.
Start Your Ethical Investment JourneyAt Value Oriented Ventures, we believe that sustainable investing shouldn't mean sacrificing returns. Founded in 2018 by a team of certified financial advisors and ESG specialists, we've helped over 1,200 clients build portfolios that reflect their personal values while achieving their financial goals.
Our approach combines rigorous financial analysis with comprehensive environmental, social, and governance (ESG) screening. We focus on companies that demonstrate strong ethical leadership, sustainable business practices, and positive community impact.
With over $250 million in assets under management, our track record speaks for itself. Our ESG-focused portfolios have consistently outperformed traditional benchmarks while maintaining lower volatility and reduced risk exposure.
Our ESG-focused investment strategies have delivered an average annual return of 12.4% over the past five years, outperforming traditional portfolios while supporting sustainable business practices.
Companies with strong ESG practices typically face fewer regulatory issues, environmental liabilities, and reputational risks, leading to more stable long-term performance and portfolio protection.
Invest in companies that match your personal values and beliefs while building wealth. Support businesses that prioritize environmental stewardship, social responsibility, and ethical governance.
ESG companies are often better positioned for future market trends, regulatory changes, and consumer preferences, providing superior long-term growth potential and competitive advantages.
Make a positive difference in the world while growing your wealth. Your investments support companies working on climate solutions, social equity, and sustainable innovation.
We prioritize companies with strong leadership, transparent reporting, diverse boards, and ethical business practices, reducing investment risk and supporting responsible corporate behavior.
Comprehensive portfolio management services focusing on Environmental, Social, and Governance criteria. We construct diversified portfolios that align with your values while targeting optimal risk-adjusted returns through careful security selection and ongoing monitoring.
Expert guidance on sustainable and impact investing strategies. Our certified advisors help you navigate the ESG landscape, identify opportunities, and develop customized investment plans that balance financial performance with positive social and environmental impact.
Specialized consulting for individuals and institutions seeking measurable positive impact alongside financial returns. We identify investment opportunities in clean energy, affordable housing, healthcare, and education that generate both profit and social benefit.
In-depth research and analysis of companies' environmental, social, and governance practices. Our team provides detailed ESG scorecards, risk assessments, and investment recommendations based on comprehensive sustainability metrics and performance indicators.
Values-based retirement planning that ensures your golden years are funded through investments that reflect your principles. We help optimize 401(k), IRA, and pension plans with ESG-focused options while maximizing tax advantages and long-term growth potential.
Holistic wealth management services for high-net-worth individuals and families who prioritize ethical investing. From estate planning to tax optimization, we provide comprehensive financial solutions that align with your values and long-term objectives.
All investment services are provided for educational and informational purposes only. Past performance does not guarantee future results. All investments involve risk of loss. Please consult with a qualified financial advisor before making investment decisions. Value Oriented Ventures is a registered investment advisor.