Investing and Values
Can My Money Make a Difference in the World?
Have you ever felt conflicted about investing your money into companies whose business practices seem to be out of alignment with your personal values? Would you like to invest in a way that balances people, planet and financial performance? If you answered “yes” to these questions, then Sustainable Responsible Investing (SRI) may be for you.
SRI is one of the fastest growing investment strategies in finance today with $12.0 trillion – one in every four dollars under professional management in the United States - managed with sustainable investing strategies.
If you want to invest your money in away that reflects your values, let’s talk.
1Source: US SIF Foundation’s 2018 Global Sustainable Investment Review
Socially or sustainably responsible investments focus on green solution companies which present increased risk over a more diversified portfolio by limiting investment choices to 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.