Social Responsible Investing

One of the distinct characteristics of our firm is the commitment to our values. While we desire to reach your predefined goals and objectives, we believe that the end goal does not necessarily justify the means of how we accomplish the goal. We seek profits from our investment management endeavors but not at the expense of violating the basic foundational values that promote environmental responsibility and healthy lifestyles. We believe in investing in companies that share our commitment to ethical conduct. While we cannot always control the level of specificity within investment funds, we can make a conscious effort to align our values with our investments. For example, some clients may feel strongly about ensuring their investments are not supporting entities that have demonstrated irresponsible environmental activities. Others may desire to avoid companies involved with tobacco, alcohol, or gaming related activities. We can tailor a specific investment portfolio that aligns your values with your money.