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Socially Responsible Investing

Socially responsible investing, also known as impact or sustainable investing, has come into focus in our changing world. At the center of socially responsible investing is choosing investments that are more in alignment with your personal beliefs. We have an in-depth conversation with you to identify what is truly important to you. We can then tailor your investment portfolio to incorporate your values while still targeting growth to reach your goals.  


ESG: beyond going green 


Environmental: Protection and conservation of our world 

  • Company’s carbon footprint  
  • Efforts to reduce pollution 
  • Disposal of hazardous waste 
  • Conservation of natural resources 

Social: The social impact a company is making on our communities 

  • Company’s stance on LGBTQ+ and diversity issues  
  • Charitable efforts 
  • Labor standards, worker relations 
  • Community outreach 

Governance: Analysis of leadership and operations of a company 

  • Diversity of the board and individuals in leadership roles 
  • Stockholder rights 
  • Political contributions 
  • Potential corruption or illegal practices 


If you would like to start the conversation about incorporating socially responsible investing into your portfolio, please give our office a call to schedule an appointment. 


This is meant for educational purposes only.  It should not be considered investment advice, nor does it constitute a recommendation to take a particular course of action. Please consult with a financial professional regarding your personal situation prior to making any financial related decisions.  (03/21)