Socially Responsible Investments


Over time, due to our own consciousness and client desires, we have developed expertise in the selection of “socially responsible mutual funds.”  These funds have missions of screening out companies that  would be considered to be involved in undesirable social practices (tobacco, weapons of war, negative employment practices  – the list is extensive) or the opposite – to invest in companies that promote positive practices in environmental or socially responsible issues.  Once again, this is a topic for face to face discussion if this is of interest.