Social & Sustainable Investing

Invest for Better

We take investing seriously.  Reaching your financial goals shouldn't mean having to compromise o your values.  We specialize in helping you feel confident and comfortable with how and where you invest your money.

As the younger generations have grown into investing clients, the financial industry has taken note.  Issues on climate change, civil and human rights, and geopolitical turmoil are important factors considered when investing.  Social and Sustainable investing is more than just "feeling good" about your portfolio.  

What was once a "socially responsible" niche has expanded in recent years into a broad range of investment strategies focused on analyzing and screening for environmental, social and governance impact along with sharholder adovocacy and even faith-based factors. 

Social & Sustainable investing is an umbrella term for these investment strategies helping us screen out the bad actors while including companies actively working to mitigate their carbon footprint, expand diversity and avoid profiting from industries that harm the environment and society at large.

As the world adapts to climate change, demographic shifts, population increases and a push towards a more just and equitable society - companies today face a new set of risks.  Risks that could be detrimntal to the longterm viability and profitability of a company.

That's where we come in.

As members of the SharePower Responsible Investing™ network of financial professionals, we made our name on Socially Responsible Investing.

Contact us today for an analyis of your current portfolio