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Socially Responsible Investing
with Financial Planning Solutions, LLC

Socially Responsible Investing

IndependentFee onlyFiduciaries.

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 diverse 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. Despite poor performance for sustainable indexes in 2022, the five-year numbers  remains strong. From 2018 to 2022, 78% of Morningstar sustainable indexes with five-year performance histories beat their equivalents.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 2020, one out of every three 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.

Schedule a call to learn more

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. When an investment process considers environmental, social, and governance factors (“ESG”), the advisor may choose to avoid investments that might otherwise be considered or sell investments due to changes in ESG risk factors as part of the overall investment decision process. The use of environmental, social, and governance factors may impact investment exposure to issuers, industries, sectors, and countries, potentially resulting in higher or lower returns than a similar investment strategy without such screens.

This material is presented solely for informational purposes, and nothing herein constitutes investment, legal, accounting, or tax advice, or a recommendation or solicitation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment or strategy is suitable for a particular investor. Investing entails risks, including possible loss of principal. This website should not be construed as a recommendation to purchase or sell any particular securities. Market conditions can vary widely over time and can result in a loss of portfolio value. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance

¹Lefkovitz, Dan and Gupta, Mohit. In a Period of Poor Performance for Sustainable Investments, Gender Equality and Renewable Energy Were Bright Spots. Morningstar, Inc, Jan 2023

²“US Sustainable Investment Forum, Trends Report Finds that Sustainable Assets Reach $17.1 Trillion. Ussif.org, US SIF Foundation, Nov 16, 2020

Do You Want Your Investments to Resonate with Your Beliefs?

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