Socially Responsible Investing
Invest with An Impact
Sustainable, responsible and impact investing (SRI) is an investment discipline that considers environmental, social and corporate governance (ESG) criteria to generate long-term competitive financial returns and positive societal and environmental impact.
Fully Customized Values-Based Portfolios
We partner with Aperio to develop custom “Values-Aligned” portfolios. These portfolios are built with your input and values in mind. These custom portfolios are designed to be tax-efficient, low-cost, and fitting to your risk profile.
SRI/ESG Mutual Funds
If you are not in need of a fully-custom SRI portfolio, but you would still like Socially Responsible Investments in your investment mix, we have access to mutual funds designed by Dimensional Fund Advisors to make impact investing easier.
Have a voice. Shareholders of a publicly traded company (i.e., you) are entitled to vote on annual proxy ballots. Issues on proxy ballots span proposals filed by individual and institutional investors (many are management or environmental issues) to voting on the boards of directors and executive compensation. We are ab le to offer proxy voting as a service to many of our clients, giving them the opportunity to have a direct say in what direction the company or companies take.
However, you want your invested assets to work for the greater good, we can help you achieve those goals.