Broker Check

Social Responsible Investing

Many of our clients throughout the years have continued to ask us about social responsible investing (SRI). Social responsibility varies from person to person. For some it may be investing in companies that invest in alternative energy, sustainability or the environment. For others it could mean not investing in tobacco companies, or oil companies, or maybe defense contractors. And yet for others it may mean equal opportunity for minorities and women.

However you position yourself we have solutions to help you identify the right type of investment style that best fits your comfort level, and look toward forward-thinking companies with sustainable business models. We place a high degree of scrutiny on companies that are better-managed and are leaders in their industry, and that meet positive standards of corporate responsibility and focus on the long term. By investing in these companies, we intend for our clients to benefit from their vision of what tomorrow should look like.

Investing involves risk including potential loss of principal.
The return of social responsible investing may be lower than if the adviser made decisions based solely on investment considerations.