Socially & Morally Responsible Investing Case Study

Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

Story: A couple is concerned about their investment’s financial return, and about making a positive impact on society through their investment dollars. The couple is very intent on making their money not only work for them, but work for social betterment.

Problem: The client isn’t sure how to know if their investments are simultaneously meeting their financial return, and social impact goals.

Solution: We can use our screening tools to eliminate companies that are not in-line with their values, the couple will be given conclusive guidance for how to allocate their investment.

Categories that the couple want to include are big promoters of environmental stewardship, consumer protection, human rights, and diversity. Conversely, company categories they want to avoid are: fossil fuel production, alcohol, tobacco, gambling, contraception, abortion, pornography and weapons.

Result: We can implement and monitor their ideal investment portfolio. It is comprised of investments that support their values, desire to better the world, and at the same time helps them stay the course for their retirement planning.

Share:
facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.
Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

RECENT POSTS

Thinking of Social Security as Our Biggest Asset

You might have more money stashed away in the Social Security trust fund than anywhere else. In fact, what you put into Social Security very well might be your biggest asset and future source of retirement income.
1 2 3 75 76 77

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation