Socially Responsible Investing (SRI) & (ESG)

Tree on a Hill

Socially Responsible Investing (SRI) is in growing demand. Our socially and environmentally conscious clients are now able to take advantage of these unique investment strategies that accommodate to their lifestyle, while not reaping the high fees that were once involved in the past.

See an example of what our environmentally-conscious clients see with this FREE guide!

How to Invest Ethically.

Currently, we have 20 different SRI portfolios, which are broken into two main categories:

Socially Responsible Investing

Socially Responsible Investing

This strategy, now more commonly referred to as Environmental, Sustainable, and Governance (ESG), bundles the most common social issues that drive socially conscious investors which include:

  • Environment: emissions, recycling, energy efficiency, reporting/disclosure
  • Workplace: diversity, employee relations, health & safety, and human rights
  • Product Integrity: marketing/advertising, consumer complaints, and product health/safety
  • Community: relations, philanthropy, and lending practices
  • Governance: shareholder rights, executive compensation, corruption, bribery, and fraud


Alternative/renewable energy Investing

Alternative/renewable energy Investing

Includes all of the same criteria above except we focus more on alternative/renewable energy which include:

  • Alternative Renewable Energy: wind power, solar, biofuels, geothermal, and hydroelectric energy


*Note that this strategy does include greater risk because we are concentrating more in a particular industry which is compounded by the fact that alternative energy has historically tended to be even more volatile than traditional energy investments. However, we do still drive to create very diversified portfolios to manage risk and optimize returns for our clients.*

Companies adhering to sustainability:

Below are a few of the investment companies that we partner with to create our SRI/ESG portfolios. Click on their logos to see more of their underlying principles:

Social Responsible Investing
Social Responsible Investing
Social Responsible Investing
Social Responsible Investing

Let's Get You Started.

Social Responsible Investing

Ready to start investing socially responsible? We have the tools and skills to build your portfolio just how you want it.

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