Before investing in a socially conscious way, it’s important to first understand your financial goals. 

What rate of return do you need to achieve your goals?  Within what timeframe?  What is your long-term plan?

Once these and many other questions are answered, we can begin the process of determining your social criteria.  From there we will craft a customized investment strategy to reflect your personal values as well as financial needs.

If a socially responsible investment portfolio is managed appropriately, you should not have to sacrifice returns.  In 2000, Meirs Statman, Professor of Finance Chair at Leavey School of Business, conducted a study that showed that 93.6% of a portfolio’s returns were a result of tactical asset allocation, not individual security selection.  This means that 93.6% of the returns came from having the right amounts of money in the right market sectors for the right amount of time.  The remaining 4% of the return is tied to which stocks or mutual funds are chosen.  So regardless of whether or not the investments are socially responsible, strong performance mostly comes from how the money is managed. 

Additionally, we believe that companies who are socially responsible are more sustainable and thus will yield a more consistent return over time.

For SRI investors, it’s essential to have an advisor with extensive knowledge and experience regarding the world of socially responsible investments. 

It is also possible to craft investment solutions that are not 100% socially responsible.  For some, a combonation of socially responsible and traditional investments is more appropriate.

CONTACT us for more information about what you can expect as an SRI investor.