Are you investing by accident? Tired of investing in whims? Are your investments on auto-pilot, headed for some unknown destination? Do your investments lack a defined purpose?If so, perhaps we can help.Tone Financial Advisors is a fee-only, non-commissioned investment management firm where clients obtain unencumbered, stewardship-based help in managing the abundant financial resources God has entrusted to them. We care for your complete investment portfolio as if it were our own, providing a consolidated investment strategy that encompasses all of your personal investment accounts.You may ask, “What does God have to do with my investments?” We believe plenty.The Earth is the Lord’s, and everything in it, the world and all who live in it—Psalm 24:1The Bible speaks to how God created and owns all of the resources of the Earth, including us, our possessions and our wealth (passages). We believe that with that wealth comes the responsibility to manage it wisely and in a manner that does not conflict with His objectives.Thus the “means,” or the manner in which we approach investing, is just as important as the “end” results that we are striving for. That is why we operate under a strong Code of Ethics, ensuring that we act in a manner consistent with being a Christian professional.And while we offer investments in the entire market of stocks, bonds, and 11,000+ mutual funds, we specialize in offering investments that exclude companies providing or promoting abortions, pornography, anti-family entertainment, non-married lifestyles, gambling, tobacco, and excess alcohol consumption, activities that run counter to mainstream Christian values. We are one of only a few investment management firms in Wisconsin that offer such a broad, non-proprietary line of screened Christian and social investments.Our mission is to help you invest with purpose. Contact us today for more information.
* Content of Market Week prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2012Tone Financial Advisors, LLC is a registered investment adviser with the State of Wisconsin. We do not provide legal, tax or specific personal advice via this web site. The purpose of this website is limited to providing general information regarding the services we offer to current and prospective clients and is not an offer to conduct business through this site. All information contained in this website has been obtained from sources believed to be reliable and is believed to be accurate, but we make no representations as to its accuracy or completeness. Regulatory form ADV Part II, which details our business practices, services offered, and related fees, is available as a PDF file here.
Are you investing by accident? Tired of investing in whims? Are your investments on auto-pilot, headed
for some unknown destination? Do your investments lack a defined purpose?
If so, perhaps we can help.
Tone Financial Advisors is a fee-only, non-
commissioned investment management
firm where clients obtain unencumbered,
stewardship-based help in managing the
abundant financial resources God has
entrusted to them.
We care for your complete investment
portfolio as if it were our own, providing a
consolidated investment strategy that
encompasses all of your personal
investment accounts.
You may ask, “What does God have to do
with my investments?” We believe plenty.
The Earth is the Lord’s, and everything in it, the world and all who live in it —Psalm 24:1
The Bible speaks to how God created and owns all of the resources of the Earth, including us, our
possessions and our wealth (passages). We believe that with that wealth comes the responsibility to
manage it wisely and in a manner that does not conflict with His objectives.
Thus the “means,” or the manner in which we approach investing, is just as important as the “end”
results that we are striving for. That is why we operate under a strong Code of Ethics, ensuring that we
act in a manner consistent with being a Christian professional.
And while we offer investments in the entire market of stocks, bonds, and 11,000+ mutual funds, we
specialize in offering investments that exclude companies providing or promoting abortions,
pornography, anti-family entertainment, non-married lifestyles, gambling, tobacco, and excess alcohol
consumption, activities that run counter to mainstream Christian values. We are one of only a few
investment management firms in Wisconsin that offer such a broad, non-proprietary line of screened
Christian and social investments.
Our mission is to help you invest with purpose. Contact us today for more information.
* Content of Market Week prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2012
Tone Financial Advisors, LLC is a registered investment adviser with the State of Wisconsin. We do not provide legal,
tax or specific personal advice via this web site. The purpose of this website is limited to providing general information
regarding the services we offer to current and prospective clients and is not an offer to conduct business through this
site. All information contained in this website has been obtained from sources believed to be reliable and is believed to
be accurate, but we make no representations as to its accuracy or completeness. Regulatory form ADV Part II, which
details our business practices, services offered, and related fees, is available as a PDF file here.
