Ever question the integrity of companies in your portfolio?
Sustainable investing is the practice of evaluating investment portfolios based on environmental, social and corporate governance criteria. It doesn’t mean we don’t invest in things like technology or medical devices. Screening may involve including strong corporate social responsibility performers. We actively try to include companies and/or funds that have strong sustainability rankings with issues such as good employer-employee relations and strong environmental practices. Conversely, we attempt to avoid investing in companies whose products and business practices are harmful to individuals, communities, or the environment. We work with each client to see what they would like to stay away from in their portfolio or possibly push more into, but always keep the risk profile of the client in mind.
