Your vision for social changeWhat is SRI?

Sustainable, responsible and impact (SRI) investing incorporates qualitative environmental, social and governance (ESG) factors into investment analyses alongside traditional, quantitative factors to evaluate risks and opportunities of the investment that we believe will, at some point, impact intrinsic value. We believe all ESG factors eventually turn into financial issues, and high-quality management teams should be focused on these long term. 

A values-aligned portfolio is one component working to drive impact and create a legacy, alongside philanthropy, activism and shareholder engagement.

We welcome you to experience the SRI Wealth Management Group difference for yourself.

Contact us today to set up a meeting.