Many investors want to manage wealth in ways that support their beliefs and social goals. For example, some people want to avoid companies associated with alcohol, tobacco, firearms, or gambling. Others want to favor companies that are known for their support of human rights, kindness to animals, or efforts to protect the environment. Collectively, this investment approach is known as Sustainable, Responsible, Impact investing, or SRI.
We partner with a leading manager of SRI investments to offer portfolios for clients who want to invest in companies with a record of sustainable business practices and good corporate citizenship. The domestic stock picking methodology gives equal weight to a company’s social values and its financial performance. This approach seeks to identify well-managed companies that make contributions toward creating a healthy planet, healthy populace and global prosperity. Companies that engage in undesirable activities are screened out.
The resulting portfolio typically consists of large-cap, mid-cap and small-cap stocks diversified across a wide range of market sectors. While past performance does not guarantee future results, SRI portfolios are capable of generating attractive returns compared to appropriate benchmarks.
PRODUCTS OFFERED THROUGH WEALTH ADVISORY SERVICES ARE NOT FDIC INSURED, ARE NOT BANK GUARANTEED AND MAY LOSE VALUE