The Role of Personal Values in Shaping Investment Choices

In an increasingly complex and dynamic investing environment, a deep understanding of personal values and mental models is essential for achieving both personal and professional success. Core values serve as fundamental principles that guide our decisions, actions, and interactions, while mental models are ingrained frameworks that shape how we perceive and interpret the world. By developing a clear awareness of these elements, individuals can make decisions that are more aligned with their authentic selves, leading to enhanced outcomes, stronger relationships, and improved overall well-being.

In this white paper, our Adviser & Partner, Matt Donat, collaborated with Stephen Macdonald, Founder of Beyond Leadership and Map of Me, to explore the role of personal values in shaping investment choices.