- Personal Financial Planning
- Responsible Investing
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.