Investors are increasingly aware that their investments may not adequately reflect their values. In some cases, investors want a financial return, but they also want a social return — they want their money and investments to not only improve their own lives, but also their communities and the world.
This has led to the practice of Socially Responsible Investing (SRI) – an approach to investing in which an emphasis is placed on companies that reflect the investor’s values while also achieving an appropriate rate of return.
Sycamore Financial Planning can serve as a trusted adviser for investors who want to incorporate their values into their investments. Our services in this practice area include the following.
- Identifying how much of a client’s portfolio should be allocated to SRI investments
- Screening for securities that invest in companies whose mission, products, community relationships, worker and environmental relationships are aligned with their values and priorities
- Applying a subsequent screen to the above identified securities to isolate higher quality investments
- Advising the client on how to structure their investment portfolio using the above criteria to affect their values in a risk-adjusted portfolio