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 (SRI),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 ofsustainability is a matter of strategy that drives innovation. Knowing which organizations have sound policies that you believe in, allows you toinvest not only with your head, but with your heart.
Is there a place in your portfolio for impact investing? Ask us, as we’ve done the research on some of the investments that may benefit your finances, and the organizations you believe in.