Socially Responsible Investing
Independent. Fee only. Fiduciaries.
What Causes Are Near & Dear to You?
Socially responsible investing (SRI) and environmental, social & governance (ESG) investing involves choosing to invest in the causes that you care the most about. So what does that look like for you?
Is it supporting companies with female leadership in the workplace and those that give back to their local community?
Would you rather focus on excluding companies that operate against your beliefs, such as those that pollute the environment or companies that manufacture firearms?
When It Comes to Aligning Your Investments
With Your Values, We Believe
Reflecting on what is most important to you is the first step. This thinking process will shape your investing priorities.
Investing with your values while also achieving competitive performance is possible. Contrary to popular belief, the performance of sustainable indexes has been generally in line with conventional indexes. ¹
Socially responsible investing is an opportunity to create an impact on a social, governmental or environmental level. SRI is not just a trend, though opinions are changing. In 2017, one out of every four dollars under professional management in the United States was invested using socially responsible strategies.²
If you value companies that support environmental initiatives, equal pay leadership and fair labor standards, we may be able to help you align your investments with your beliefs and aspirations.
¹Hale, Jon. Sustainable Investing Research Suggests No Performance Penalty. Morningstar, Nov. 2016
²“US Sustainable, Responsible and Impact Investing Trends 2018.” Ussif.org, US SIF Foundation