On the show – embedded below - Carter discusses his investment philosophy of investing in companies such as Exxon Mobil (XOM) and J.M. Smucker (SJM) that are helping build a better and brighter America. “We allow people a way to match up their investments with their values,” he explains.
The investments discussed are held in client accounts as of April 30 , 2013. These investments may or may not be currently held in client accounts. The reader should not assume that any investments identified were or will be profitable or that any investment recommendations or investment decisions we make in the future will be profitable.