Sustainable Investing

We have been involved with sustainable investing for many years and recognize the importance of investing in businesses that have solid environmental, social, and corporate governance relationships in the community.

When your investment strategy is developed, we incorporate your personal values into your investment approach. You may want to invest in progressive companies that help protect the environment and improve people's lives, or you may have certain restrictions, like not investing in companies that pollute, sell unhealthy products, or treat people unfairly. Whatever your values are, we will help you develop an investment approach to give you confidence that your money is doing good things for the world, environment, and people.  

Investments are subject to risk, including the loss of principal. Environmental, social, and governance (ESG) criteria are a set of non-financial principles and standards used to evaluate potential investments. The incorporation of ESG principles provides a qualitative assessment that can factor heavily into the security selection process. The investment’s socially responsible focus may limit the investment options available to the investor. Past performance is no guarantee of future results.