What is Socially Responsible Investing? 


Socially responsible investing (SRI), or social investment, also known as sustainable, socially conscious, "green" or ethical investing, is any investment strategy which seeks to consider both financial return and social good to bring about a social change.

Recently, it has also become known as "sustainable investing" or "responsible investing". There is also a subset of SRI known as "impact investing", devoted to the conscious creation of social impact through investment.

In general, socially responsible investors encourage corporate practices that promote environmental stewardship, consumer protection, human rights, and diversity. Some avoid businesses involved in alcohol, tobacco, fast food, gambling, pornography, weapons, contraception/abortifacients/abortion, fossil fuel production or the military. The areas of concern recognized by the SRI practitioners are sometimes summarized under the heading of ESG issues: environment, social justice, and corporate governance.


Our focus is to provide a high quality personalized customer service through open communication, to strive hard to achieve very competitive financial return, and to create a high level of positive societal impact



Customized Socially Responsible Investment Management 

We manage investment portfolios of individuals, families, non-profit organizations, and businesses in a completely customized way.  Each portfolio is constructed according to the different needs, preferences and guidelines of the client.  We develop specific financial parameters, as well as social parameters of the portfolio with each separate client.  We manage the investments in this highly customized way according to the desires and needs of the clients.

We provide socially responsible investment management services by incorporating various social criteria guidelines specified by the client.  In addition, we work with clients to incorporate into their portfolios positive impact stocks which tend to be mostly smaller companies that have only one or two clear lines of business that are easily identifiable as benefiting society in some area, such as energy, environment, education or affordable housing.   We also work with those clients who want to invest in direct impact community investing projects or funds.