Socially Responsible Investing (SRI) empowers you to align your financial strategy with your personal principles. Whether you care deeply about clean energy, ethical business practices, or supporting communities through fair labor, we help you invest in a way that reflects your values—without compromising your long-term goals.

Our Approach to Values-Based Investing

• Understanding What Matters to You: We begin by learning about the issues and causes that are most important to you—such as sustainability, human rights, or responsible corporate conduct—so we can tailor your investment strategy accordingly.
• Careful Research and Screening: We apply rigorous screening methods using independent third-party ratings and data to filter out companies or funds that don&t align with your selected criteria, while identifying those that reflect a high standard of integrity and purpose.
• Thoughtful Portfolio Construction: Your portfolio is built with a balance of purpose and performance in mind, taking into account your financial goals, time horizon, and risk tolerance—while prioritizing investments that align with your social and ethical outlook.
• Consistent Monitoring and Review: We actively monitor your investments and the companies or funds you&re invested in, adjusting as needed to ensure continued alignment with both your values and the evolving financial landscape.

What Socially Responsible Investing Has Accomplished

• Accelerated the Shift to Clean Energy: SRI has helped direct capital away from fossil fuels and toward renewable energy sources like wind, solar, and battery technology—driving innovation and adoption globally.
• Improved Corporate Accountability: Investors using SRI strategies have influenced companies to strengthen governance practices, adopt ethical labor standards, and increase board diversity through shareholder advocacy and proxy voting.
• Advanced Gender and Racial Equity: Social impact funds and engaged shareholders have helped push for equal pay initiatives, inclusive hiring, and leadership diversity across many publicly traded companies.
• Fostered Transparency on Environmental and Social Risks: Thanks to pressure from SRI investors, more companies now disclose carbon emissions, supply chain practices, and ESG risks—enabling better-informed investment decisions.
• Supported Global Access to Clean Water, Education, and Healthcare: Investments in impact-focused bonds and funds have helped finance essential services in underserved regions, aligning capital with global development goals.