Written by: Bridget Handke, CFP®, CAP®
Whether it's bundling your donations in one year rather than over two, or figuring out the right...Read More
Sustainable, Responsible Impact Investing (SRI) is a complex landscape of opportunities to support companies that utilize strategies that promote environmental or social justice goals and demonstrate good corporate governance or ESG. We seek investment managers we feel have expertise in identifying businesses that operate in a responsible manner, and are also attractive investment opportunities.
We can work with you to determine what parts of your portfolio are more effective as SRI investments. While SRI has been available for over thirty years, there remain limitations on effectively implementing the strategy across asset classes. As with all of our clients, effectively communicating the strategy behind your investment portfolio is imperative to your success and our ability to build a long-lasting relationship with you.