Exploring the values of morally responsible investing 

How Responsible Are You With Your Investing?

by Audra Jennings Monday, September 20, 2010
For review copy and interview information, contact:
Audra Jennings
The B&B Media Group
800-927-0517 x104
ajennings@tbbmedia.com

Dallas/Ft. Worth, TX—Even with a few signs of economic recovery recently, there are still plenty of reasons to be concerned when it comes to investments. Investing can be a daunting endeavor, especially for those who strive to invest with professional ethics and personal moral dignity. Still, the most fundamental questions for any investor are often overlooked: What does it really mean to be an investor? When you make your monthly contribution to your 401k or take a chance on a hyped stock pick, where is your money really going? What kind of activities are the companies involved in?

Chartered Investment Counselor George P. Schwartz, CFA, encourages his clients to pursue a portfolio that reflects their values. “When you buy stock in a company, you are not just holding a piece of paper. You become part owner of that company, and that role includes some rights and responsibilities,” says Schwartz. “Your financial investment is supporting something, and you need to do the research to ensure that you are not supporting or tacitly agreeing to activities that are morally abhorrent to you.”

For forty-three years Schwartz has been an investment counselor, analyst, and portfolio manager. He is president, CEO, and CIO (Chief Investment Officer) of Schwartz Investment Counsel, Inc., a registered investment adviser headquartered in Bloomfield Hills, MI, that specializes in morally responsible investing. Schwartz’s approach to investing is quickly gaining ground. Schwartz has been able to destroy the myth that profitability suffers when investors and advisors screen out corporations that do not measure up to the investor’s personal moral standards. His firm manages the Ave Maria Mutual Funds, the largest family of Catholic funds in America, with over 25,000 investors. The Ave Maria Growth Fund claimed the prestigious 2009 Lipper Award for outperforming the more than six hundred other funds in its category over a three-year period.

Schwartz’s recent release, Good Returns: Making Money by Morally Responsible Investing (Geodi Publishing/ISBN: 978-0-9844042-0-9/191 pages/hardcover/$25.00), explains the important distinction between the pop culture notion of socially responsible investing and the narrower and more exacting demands of morally responsible investing. While socially responsible investments tend to screen out companies according to left-leaning causes like environmentalism, gay rights, and a broad (and often loosely defined) range of social justice issues, morally responsible investments screen out companies according to a clear set of criteria: those who support or service the abortion industry, producers and distributors of pornography, and companies involved in embryonic stem cell research.

With a foreword by NCAA coaching legend Lou Holtz, Good Returns has drawn endorsements from a veritable “who’s who” among pro-life leaders and influential conservatives, including marriage and family advocate Phyllis Schlafly, nationally syndicated radio host Laura Ingraham, national director of Priests for Life Father Frank Pavone, and host of CNBC’s The Kudlow Report Larry Kudlow.

Good Returns offers time-tested wisdom on the complexities of the investment process, demonstrating why moral people make good investors and morally upright companies can be profitable investments. Schwartz also offers insightful commentary on the current political policies affecting the country’s financial condition. He points out that, even in an unfriendly political climate, morally responsible investing is a way that people can make a real and positive impact.

“While the moral picture of modern American society has become somewhat clouded, most people in the USA still accept the idea that there are distinctions between right and wrong,” says Schwartz. “This gives me enormous hope for the potential impact of morally responsible investing as a lever of ethical change.”

Schwartz has been featured on ETWN’s The World Over, Ave Maria Radio’s Kresta in the Afternoons and American Family Radio. He has also been used as an investment resource for Reuters and has been on CNBC’s The Kudlow Report and Fox News Channel’s Your World with Neil Cavuto.

George Schwartz is available as a resource on investing, covering topics such as:


  • The differences between socially responsible and morally responsible investing
  • Sticking to your values does not mean that you won’t earn money
  • How to respond if a company you invest in is involved in questionable activities
  • What happens if you are an investor in a company like BP when tragedy strikes
  • The first steps to investing—how much money you need to get started, where to go for advice, etc.
  • Is there such thing as investing too much money? How much is too much to invest?
  • Gold as an investment
  • What to do when your investment turns south
  • Stock market trends and financial reform


To hear an interview with George Schwartz on investing, visit www.uReadBooks.com/schwartz.

Audra Jennings is Senior Media Specialist at The B & B Media Group. Since 1987, The B & B Media Group, Inc. has used its broadcasting, marketing and advertising experience to provide the specialized and strategic publicity necessary to achieve the public relations goals of each client. The Barnabas Agency, a division of The B & B Media Group, Inc., is a proven provider of exceptional public relations and personal management services for authors, speakers, ministries and organizations.

0    submitted by Audra Jennings
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