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

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.*