What if your investment strategy could help make a difference not only in your life, but in the betterment of the future? At Pell Wealth Partners, we believe in the power of Impact Investing and the profound effect it may have on your finances and the world. The practice of Impact Investing, or Socially Responsible Investing, allows investors to make conscious financial decisions based on specific criteria that analyze the Environmental, Social, and Governance standards of any given company. We believe the matter of sustainability is a matter of strategy that drives innovation. Knowing which organizations have sound policies that you believe in, allows you to invest not only with your head, but with your heart.
Socially responsible investments focus on green solutions companies, which present increased risk over a more diversified portfolio by limiting investment choicesto a specific sector that may or may not perform as well as other industry sectors. Investment securities,including mutual funds, are subject to market risks, including the potential loss of principal invested.