SRI Explained

Sustainvest 2019

Sustainable Screening

Every portfolio we build invests exclusively in a broad spectrum of sustainable funds that screen for environmental, social, and governance (ESG) criteria. Based on a client’s personal risk profile (answered during account opening), our clients will be invested across asset classes such as US Large, Mid and Small Cap Equities, International Equities and Sustainably Screened Bonds or fixed income. Due to our focus on sustainability, we actively search for funds that will better suit our client’s needs. By investing in these ETFs, you’ll get diversification, and you also won’t have to try to evaluate a company’s ESG records on your own.

Growth of Sustainable Investing

Let’s face it. Younger investors realize that living in alignment with their values just makes sense. It could be eating more organic food, driving an electric car or working for a company that actually cares about its employees. In line with these values is how one invests. What used to be called “Socially Conscious Investing”, Sustainable Investing has been around for decades. But the choices of sustainably screened funds has grown exponentially giving investors a plethora of choices when it comes to being more eco-friendly with their IRA or Inheritance. There are currently hundreds of funds that are utilizing ESG screening in their criteria.

Freedom to invest without compromise.