Weapon free action toolkit
Action toolkit to move your money
Education and resources
Learn how to make a change and invest your money weapon free
If you’re an individual investor

It’s your money, and your financial advisor works for you. You just need to have a meeting to discuss what you have learned about your holdings and how you would like them changed to align with your values. An investment professional will advise you of potential risk and you can make your own decisions.

You can trade your own portfolio, or tell your manager to do it. They may push back and tell you that you’ll make less money. Again, you can reply, “Maybe, but it’s my money, I want less risk, and weapons are a risky business.” It’s a financial advisors job to manage your money, so you should drive home the point in no uncertain terms.

Ask for help finding the best choices. The advisor may say no if you tell them to invest in a specific fund because it has a short or rocky history, so you may need to be patient as they find a better alternative. The goal is to remove the risk, not a specific fund; focus on risk, especially future risk, as well as returns. If they’re being lazy or unwilling to help you with this transition, find a new advisor. If your broker is tied to a big-name brand, they may only be able to offer products that the particular company has approved. If you want innovation, you might need a new advisor.

Adding weapon free options to your retirement plan

If your employer-offered 401(k) already has options that meet your weapon-free needs, that's great! But many plans only offer diversified funds that own the whole market, including weapon companies. It is possible to change what the plan offers, but it will take more effort than if you have an IRA or a personal portfolio that you solely control. You will need to engage the plan administrator to help find the right blend of options to satisfy the many employees that all invest in the same basket of mutual funds. This may take time and possibly some coordination with your co-plan participants.

Step 1 – Talk to your colleagues and build a coalition
Step 2 – Identify the best people to speak with
Step 3 – Bring a solution to the table
Sample letter to plan administrator
Resources for investing weapon free
Divest from the War Machine
printable guides
Divest from the War Machine offers in-depth guides for activists looking to start divestment campaigns. There are guides for students, faith communities, city councils, and more.
Don’t Bank on the Bomb
PAX report
There are no excuses for profiting from armageddon. Don’t Bank on the Bomb, a report from non-profit PAX, tracks which financial institutions are investing in nuclear weapons.
Forum for Sustainable and
Responsible Investment
US SIF: The Forum for Sustainable and Responsible Investment works to advance sustainable, responsible and impact investing. Learn the basics of responsible investing.
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