values investment management

What values investment management does

Core Values Investment Management is a privately held, solo financial advisory practice founded by Steve Alsdorf in 1996 and headquartered in Lone Tree, Colorado. The firm specializes in values-based investment management, employing a proprietary screening methodology to identify companies with objectionable business activities within client portfolios and aligning investment strategies with client convictions. It serves two primary segments: affluent individual investors seeking personalized financial planning, and non-profit institutions (churches, missions, educational institutions, foundations, endowments) with fiduciary obligations requiring values-aligned investments.

The firm delivers a comprehensive suite of investment and planning products including mutual funds, separately managed accounts, unit investment trusts, annuities, and life/disability/long-term care insurance, alongside services spanning portfolio management and rebalancing, tax planning, estate planning, retirement planning, charitable giving strategies, and executive compensation analysis. A digital resource center with over 35 financial calculators supports content-led lead generation. Underlying technology is conventional: Steve Alsdorf operates as both an Investment Adviser Representative and Registered Representative through Cetera Advisors LLC, with AssetMark providing asset management platform services and Pershing LLC / Cetera Investment Services serving as custodians.

The business model combines fee-based advisory revenue (subscription/recurring) and commission-based brokerage revenue (transaction fees), all routed through Cetera Advisors LLC. The firm does not publicly disclose pricing, AUM, or revenue. Geographic reach is U.S.-only, with services delivered through direct consultations, two annual meetings per client, and an annual appreciation event. There is no API, no mobile application, no proprietary technology platform beyond the values-screening methodology, and no disclosed AI or machine learning capabilities.

Name

values investment management

Legal name

Core Values Investment Management

Website

https://corevaluesinvestment.com

Company type

Private

Founded year

1996

Operating status

Operating

Short description

Core Values Investment Management is a solo Colorado-based financial advisory practice that provides values-based investment screening and comprehensive financial planning to individual investors and non-profit institutions, operating under Cetera Advisors LLC.

Ownership category

akta.pro rank

Product category

Wealth Management & Investment Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

akta.pro secondary industry

Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)

Keywords

• Values-based investing
• Portfolio management
• Financial planning
• Fiduciary advisory
• Investment screening

Headquarters

HQ city

Lone Tree

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Investment Advisory Services: Provides investment advisory and financial planning services through Steve Alsdorf as Investment Adviser Representative, compensated via fee-based arrangements through Cetera Advisors LLC
2. Brokerage Services: Offers securities products through Cetera Advisors LLC as Registered Representative, receiving transaction-based compensation (commissions)

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Core Values Investment Management provides values-based investment portfolio management and comprehensive financial planning. The firm designs and manages customized investment portfolios screened to align with each client's personal, religious, or organizational values, while delivering integrated financial planning for retirement, charitable giving, and long-term goals. Services are delivered under a fiduciary (AIF-designated) standard through a sole proprietorship structure, with brokerage execution and custody provided by affiliated broker-dealer Cetera Advisors LLC.

Product overview

Core Values Investment Management operates as a fee-based financial advisory firm offering values-aligned investment management and comprehensive financial planning services. The firm provides investment screening to identify portfolios containing companies at odds with client convictions, alongside traditional investment products (mutual funds, unit investment trusts, separately managed accounts, annuities) and insurance solutions (life, disability, long-term care). Core services include financial planning, portfolio management with rebalancing, tax planning, estate strategies, retirement planning, and charitable giving guidance. The firm also provides digital tools including financial calculators and educational resources. All services are delivered through Steve Alsdorf as an Investment Adviser Representative affiliated with Cetera Advisors LLC, with AssetMark serving as the primary asset management partner.

Differentiator

Problem solved

Functional benefit

Products and services

• Values-Based Investment Portfolio Management Customized discretionary management of client investment portfolios screened to align with each client's personal, religious, or organizational values. Includes asset allocation, security selection, ongoing monitoring, and rebalancing for individual investors and non-profit institutions.
• Comprehensive Financial Planning Integrated financial planning covering retirement, taxes, charitable giving, wealth transfer, and goal-based planning for individual investors and non-profit institutions, delivered alongside portfolio management.
• Non-Profit Institutional Investment Advisory Specialized investment advisory for churches, missions, educational institutions, foundations, and endowments, including investment policy statement development, committee governance support, and ongoing portfolio oversight.
• Brokerage Services (via Cetera Advisors LLC) Trade execution and custody services delivered through affiliated broker-dealer Cetera Advisors LLC, providing clients with transaction capabilities and back-office support.

Named customers2 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Five partnerships are on record, tiered core.

• Cetera Advisors LLCcoreChannel Partner/ Reseller/ DistributorBroker-dealer firm responsible for executing trades on behalf of clients. Steve Alsdorf is affiliated as both a Registered Representative (brokerage services) and Investment Adviser Representative (advisory services). Provides regulatory oversight, net capital requirements, and access to Cetera's network of Advanced Planning attorneys, Advisory and Wealth management consultants, and Technology support experts.
• Cetera Financial GroupcoreOthersParent company of Cetera Advisors. Manages $110 billion in client assets across independently managed firms operating in all 50 states for over 30 years. Provides award-winning advisory products and solutions, sophisticated trading and technology platforms.
• AssetMarkcoreTechnology or IntegrationPrimary asset management partner providing platform and custodial services. Independent from Core Values Investment Management and Cetera Advisors LLC.
• Pershing LLCcoreTechnology or IntegrationSubsidiary of Bank of New York Mellon Corporation, custodies brokerage accounts including brokerage accounts within IRAs. One of the world's leading providers of securities services.
• Cetera Investment ServicescoreTechnology or IntegrationAffiliate of Cetera Advisors providing brokerage and other services to its own clients in addition to providing IRA custodial services to Cetera Advisors' clients.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Capstone Financial Partners: Independent faith-based financial advisory firm offering values-aligned investment management and financial planning for individuals and faith-based institutions — overlaps directly in mission, screening philosophy, and dual individual/institutional segment focus.
• Ronald Blue Trust: Faith-based wealth management and financial planning firm serving individuals, families, and non-profit institutions with biblically responsible investing — directly comparable in target market (Christians/values-aligned investors and ministries) and core service mix (portfolio management, financial planning, estate, charitable).
• Brightworth: Values-based wealth management firm offering financial planning, investment management, and tax services to HNW individuals and families, with explicit emphasis on aligning wealth with client values — comparable in service breadth and values-alignment positioning.

Emerging players

• Kingdom Advisors: Network and training community for Christian financial professionals, with affiliated advisers providing faith-based financial planning — directly comparable values-aligned target market, though distributed via a network model rather than a single practice.
• Ethic: Tech-driven values/ESG-focused investment platform enabling personalized, values-aligned portfolio management at scale — competes with Core Values' proprietary screening capability via technology-enabled personalization and lower-cost delivery.

Broad incumbents

• Fidelity Wealth Management: Major incumbent offering portfolio management and investment advice with growing values/ESG screening tools and substantial brand recognition — comparable portfolio management capability at much greater scale, increasingly competing for values-aligned clients.
• LPL Financial: Largest independent broker-dealer in the U.S., supporting thousands of independent financial advisers including those offering faith-based and values-aligned services — comparable independent-adviser channel with broader scale and resources.
• GuideStone Financial Resources: Large Southern Baptist-aligned retirement, insurance, and investment platform serving pastors, church staff, and faith-based institutions — comparable values-aligned institutional segment with materially greater scale and broader product suite.
• Cetera Advisors LLC: Independent broker-dealer and registered investment adviser platform hosting Core Values and other independent advisory practices; provides regulatory oversight, custody, and platform services — overlapping ecosystem but a platform/incumbent rather than direct competitor.
• Merrill Lynch Wealth Management: Bank-affiliated wealth manager offering investment advisory, financial planning, and (through Bank of America) values-aligned and impact investing options — comparable comprehensive wealth offering targeting HNW individuals, though without Core Values' niche specialization.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about values investment management