We recognize that some clients may want to explore investment strategies that allocate monies to certain companies and sectors while avoiding others. That's one of the reasons we work hard to cultivate personal, long-term relationships and value the opportunity to interact with our clients in person.
Socially Responsive Investing (SRI) can mean different things to different clients. Whether that involves making investment choices that reflect moral, religious, or political values, we help these individuals identify companies and investments whose business practices and standards are compatible with their personal convictions. We can also provide research materials for clients to review with the goal of making better-informed investment decisions.*
*When making investment choices, it is important to understand that investing based upon a certain set of criteria may reduce diversification, increase risk and may reduce total return. There is no guarantee that a company or manager will always pursue a stated agenda as investing decisions often involve competing interests and adherent conflicts of interest.
For more information on these topics, contact us.