Align Your Investments With Your Values
What is Socially Responsible Impact Investing (SRI)?
We have the opportunity to shape the world through how and where we invest our money. My firm and I help clients create portfolios that produce competitive returns and are expressions of their core values and vision for the future. I use four key strategies in my work as an Investment Advisor Representative (IAR)
Screening
We exclude publicly traded companies from our portfolios that are causing the most harm to people and the planet. We also use a “positive screen” to include more companies implementing progressive practices.
Advocacy
We are able to influence corporate policies through online proxy voting of all of our clients shares. This is a powerful tool to highlight important new proposals and criticize destructive corporate behavior.
Community
Through community investment notes and microfinance, we direct capital to individuals and businesses that have long been overlooked by traditional financial systems. By expanding access to funding, we help spark job creation, support local entrepreneurship, and strengthen community resilience.
Impact
For accredited clients, we evaluate and manage private placement opportunities in sectors such as regenerative agriculture and attainable housing. These investments can make incredible direct impacts in people’s lives and produce above market returns, but often come with a higher risk profile.