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Socially Responsible Investing

Client Centered

Investing in companies based on social issues is gaining in popularity. This type of investing comes under different names, including Socially Responsible, Socially Conscious, Sustainability and ESG (Environmental, Social, Governance). You can now align your investment choices with social causes that are important to you.

The large asset management companies have introduced many new funds based on these themes. These types of funds are available for bonds and equity in the U.S. and internationally.

If you would like to learn more about these types of funds, talk with your Wealth Manager about the funds available to add to your portfolio.

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Socially Conscious Investor

Socially Conscious Investor

Socially conscious investors are interested in creating financial portfolios that reflect their values. Watch this video to learn about ESG and how it can help you select your investments.

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Aligning Investment Choices with Social Causes

Aligning Investment Choices with Social Causes

Investors can consider both the financial return and the social good when choosing investments. You can invest in what you value and the causes you care about, while diversifying your investment portfolios.

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6 Investment Themes for 2021

6 Investment Themes for 2021

The pandemic in 2020 accelerated some trends that were already in place and started some new trends.

What investments will benefit? See the 6 themes for 2021 that we see on the horizon.

We have included investments in client portfolios that we believe will benefit from these trends. Contact us if you would like to discuss this in more detail or talk about specific investments.

You have choices. Invest in What Matters to You.

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