Socially responsible investing (SRI) incorporates your personal values with your financial investments. We work closely with clients who favor this approach to not only seek financial gain but also support the causes they care about.
SRI has come a long way from when it primarily meant not buying the shares of companies in controversial industries such as tobacco, alcohol, firearms and gambling. ESG standards have broadened to include not only environmental issues but also social and governance issues. We take into consideration the impact that companies have on the communities and environment in which they do business.
Socially conscious investing has grown into a widely followed practice and there are dozens of investment opportunities available. Let us know if designing a more responsible portfolio is your investment goal.