Your Investments Can Reflect Your Personal Values
Do good for society and your portfolio.
Just as public consciousness of social issues has grown in recent years, the popularity of socially responsible investing (SRI) has increased dramatically. According to a 2020 Report on U.S. Sustainable and Impact Investing Trends by the US SIF Foundation, sustainable investing represents one in three dollars of the total U.S. assets under professional management.
Is Socially Responsible Investing Right for You?
There are many ways to support social causes without involving your investments. Whether or not you choose to extend your beliefs to your finances should depend on your personal situation and investment goals. As the SRI space evolves, investors will have an increasing number of options to consider. We can explain the benefits and drawbacks of SRI and help you make a smart decision—one that’s in keeping with both your personal values and your long-term financial goals.