Socially-Responsible Investing

Gone are the days of not knowing where your investments went and not being able to prioritize both your values and your growth potential. Today, socially-responsible investing is a popular option for nearly every client because you can invest your assets into companies that are making the world a better place.

Most social investing falls under a few main categories:

• Sustainable and Responsible Investing (SRI)
• Impact Investing
• Ethical Investing
• People, Planet, Profit Investing (or Triple Bottom Line Investing)
• Blended Value Investing
• Social Enterprise Investing

Whether you want to invest in company that focuses on diversity, climate change, worldwide relations, or all of the above, we can help you craft a socially-responsible investment portfolio.