MoneyMorality™

Our world is full of many excellent investment opportunities. We live in a country where we can own shares of the great companies from which we buy goods and services every day. The truly valuable companies have a long-term track record of creating value for their shareholders and also providing a significant, quantifiable benefit to society. They create good jobs, provide necessary products and services, innovate and improve our way of life. A moral company’s job is not just “to make money,” but to create wealth. They concern themselves very much with how the money is made and the effect that their actions have on investors and non-investors alike.

As investors and advisers, the stock market provides us with many investment opportunities, but it is up to us to decide which companies are appropriate long-term investments, both financially and morally. At Kondracki Advisory, LLC, we utilize a rigorous financial and moral screening process to make our company selections. We will not invest in any company whose business or financial practices we find morally objectionable. We invest alongside our clients and want to be proud of all the companies in which we are invested.

Too many investment products are overly complex and deceptively expensive. They are designed more for the profit of investment firms than their clients. It is usually not necessary for the general investor to purchase such products. Successful investing involves buying great companies at sensible prices. Of equal importance is knowing which industries, companies and products to avoid.

The great news is there are many wonderful investment opportunities in companies that are trying to do the right thing by their shareholders and society every day. Through our rigorous financial and moral screening process, these are the companies that we always try to own.