Socially Responsible Investing


ESG – Environment | Social | Corporate Governance

ESG refers to the three central factors in measuring the sustainability and ethical impact of an investment in a company or business. These criteria help to better determine the future financial performance of companies (return and risk).

For over ten years, selected clients have requested that we screen investments for various socially responsible criteria, as defined by our client. Additionally, our firm’s founder was solely responsible for the portfolio management and investment strategy of a no-load, socially responsible, common stock mutual fund for nearly eight years. We have the experience and expertise to apply socially responsible screens to your accounts, if desired.