Invest in your values. Invest in the future.

"I want to buy the world I want to live in."

– Ellin Todd

Now, more than ever, many investors wish to align as many aspects of their lives as possible with their values and beliefs. Simply put, they want to “walk their talk”.

Today, many companies realize their core businesses impact communities, the environment, their employees and their customers. Stakeholders are watching how consciously businesses direct that impact toward social, as well as financial, goals and outcomes.

Maybe you are hoping to invest in companies who strive to minimize their negative environmental impact. Perhaps you wish to see increasing diversity in the workplace and want to make sure the companies you are investing in are similarly aligned. At The Millstone Evans Group of Raymond James, we can create custom portfolios based on your wants, needs, beliefs and values using specialized tools to evaluate which companies demonstrate a wide variety of measurable good business practices.

We research individual companies and mutual funds to understand their sustainability ratings and determine whether their practices match your preferences. We can focus on specific environmental, social and corporate governance (ESG) criteria, socially responsible investing measures, or impact investing goals. The quality and quantity of this type of data is improving, can drive change, and has the potential for lowering risk in a portfolio.

Senior Vice President of Investing Sacha Millstone, who began offering these services early on in 1986, says, “The sophistication of the databases we have available today allow us to increase the understanding we have of a wide variety of investment vehicles, and tailor portfolios more and more to clients’ social and financial preferences.”

 

Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Investing involves risk and you may incur a profit or loss regardless of strategy selected.