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As your trusted financial advisor, we like to stay on top of trends and concerns of our clients. One area that has been gaining more ground over the last decade is socially responsible investing. Let’s face it—the world has changed and so has our awareness of it. With every challenge a global economy faces, an investor may be wise to consider non-traditional portfolio approaches. 

Sustainable, responsible and impact investing (SRI) is an investment discipline that factors environmental, social and corporate governance (ESG) criteria to produce competitive financial returns and positive societal impact. 




If this interests you, CORA can help determine a strategy. Factors may include industry-specific issues such as climate change, human capital and labor management, corporate governance, gender diversity, or privacy and data security, for instance.

Sustainable and responsible investing spans a wide and growing range of products and asset classes, embracing not only public equity investments (stocks), but also cash, fixed income and alternative investments.

Let’s meet to review your portfolio and see if it follows your world view.