Impact Investing

Your values are important to you, and therefore important to us.  Whether you feel strongly about protecting the environment, staying true to your religious beliefs, or fighting human rights violations, it is becoming increasingly important to ensure that your investments don’t contradict your values and beliefs.  

Impact investing is a strategy that seeks to consider both financial returns and ensuring social, moral or religious good, when constructing an investment portfolio.  This specialized type of investing uses various screening processes to filter out those companies that may be involved in, or supportive of, activities and values that are contrary to yours, and to invest in companies that contribute positively to society.

Our expertise lies in helping you to develop custom investment models that align your investments with your values, while also seeking to maximize returns.

We invite you to call 518.406.5624 or use form below to request a consultation to discuss your needs and goals regarding Impact Investing. Thank you.

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