Socially Conscious Investors

Your Needs

  • As a socially conscious (or socially responsible, "SRI") investor, you need to know that your invested dollars are doing some good in the world. 
  • When possible, you want to avoid investing in things like weapons, tobacco, alcohol, and casinos.
  • You need your dollars to make an impact in society, encouraging fair employment practices and community development.
  • You have environmental concerns and prefer your dollars directed towards companies that invest in sustainable energy sources. 

Our Solutions

  • Socially conscious portfolios for accounts of any size
  • Continuous research regarding investment options and managers in the SRI space
  • "Pure" SRI portfolios
  • "Hybrid" SRI portfolios that align with our traditional actively managed portfolios

Contact / schedule

Related Content

Going Green with Your Investments

Socially Responsible Investing