Investing with Purpose
We seek opportunities to fully align our clients’ investments with their personal values. The use of Socially Responsible Investments (SRI) and Environmental Social Governance (ESG) is an important opportunity to put investment dollars behind important themes that can influence the future while making a profit.
One of the biggest investment revolutions of the past twenty years has been the rise of SRI/ESG investments. Once available almost exclusively to large institutions, there are now a wide variety of options for individual investors to support the causes that resonate with them. We work with clients to identify which SRI/ESG themes are most important, discuss the investment options that most effectively support those themes, and then determine how much of the portfolio should be dedicated to SRI/ESG. This is a dynamic and evolving part of the industry with new choices launching on a frequent basis, leading to many education opportunities for our clients.
There are a wide variety of investment themes that can be supported through SRI/ESG. A sampling includes: eliminating carbon emissions, supporting renewable energy, investing in companies with gender and racial pay equality policies with diverse Board representation, anti- guns and/or anti-tobacco, or avoiding child labor. We are constantly seeking new investment opportunities in this space and working with clients to align their investments with causes that are important to them.