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Socially Responsible Investing (SRI)

We understand that you look beyond investing as just a means to grow your wealth… you want to use your wealth to help others, to make your community a better place and to ensure the companies you invest in have similar social and environmental goals as you do.

Impact Investing. Community investing. Mission-related investing. Sustainability investing. Environmental, Social, and Governance (ESG). There are numerous ways to describe investing in a socially responsible way.

  • Socially Responsible and Impact Investing considers environmental, social and corporate governance (ESG) criteria, such as sustainability, consumer protection, human rights and diversity to generate long-term competitive financial returns and positive societal impact  
  • Sustainability Investing focuses on investing in companies that are leaders in the development of sustainable business practices, including emerging “green” or clean technologies, such as alternative energy, water treatment, resource and waste management
  • Community Investing allows investors to connect their money to the people and communities they care about both locally and abroad to provide assistance with the funding of a variety of initiatives including affordable housing, or small business development
  • Mission-Related Investing describes investing by mission-based organizations that are designed to have a positive social, or environmental impact while contributing to the organizations long-term financial stability and growth

At AWM we can help you invest in a variety of strategies to achieve your socially responsible investing goals. Our full range of SRI portfolios allow you the opportunity to grow your wealth while aligning your investment strategy with your personal values.

Contact us today to learn more about values-based wealth management strategies for your portfolio. We look forward to sharing our experience with you.