Through Socially Responsible Investing we are able to provide investment returns that go beyond dollars and cents.

By participating in socially responsible investing, also known as ESG Investing, you can focus on investing with a positive impact. ESG stands for Environmental, Social and Governance. Socially responsible or ESG investments include environmental social and governance factors into their investment evaluations and decisions.
holding new growing plant in hand
mom with kids

What Are Your Dollars Doing Right Now?

We practice what we preach and are here to help you do the same through socially responsible investing. If you’re new to SRI, we’ll happily bring you up to speed and guide you in the possible ways to invest in socially responsible companies.

For Instance…

One example of SRI is found in “green” investing, which involves investing in companies and funds that seek to preserve and improve the environment by financing things like the renewable energy industry.

Socially responsible investing can also include avoiding investing in industries and companies that you believe negatively impact social welfare, such as fossil fuel production and the tobacco industry.

By engaging in socially responsible investing practices, you have the ability to impact the world.

Investing involves risk​

Depending on the different types of investments there may be varying degrees of risk. Socially responsible investing does not guarantee any amount of success. Clients and prospective clients should be prepared to bear investment loss including loss of original principal.​