Socially Responsible Investing

Through our alliance with Heartland Financial USA, Inc., we provide investment services for socially conscious investors. Heartland Financial USA, Inc. has been providing SRI since 1985.

Our Philosophy
We believe that socially responsible and ethical companies are successful and profitable companies. Business as usual is fine, but socially responsible business is better. And the results have proven our beliefs.

Investors that have a social responsibility focus want their funds directed in such a way as to not only affect positive social change but to also reap a financial reward.

Socially Responsible Managed Account
This is a professionally managed account, which follows special instructions concerning the types of companies preferred by the investor and industries to avoid. For instance, we might invest in firms with a high proportion of women in senior management or those that show exceptional concern for the environment. We consider your tax situation, risk/return objectives, liquidity needs, and other financial goals to customize your personal investment program.

Contact the Wealth Management Group at New Mexico Bank & Trust by calling 505-830-8106.

Not FDIC insured, No Bank Guarantee, May Lose Value.