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It’s not easy to change the world, but your investment choices may be able to nudge it in the right direction. The more aware you are about your investing options, the greater your opportunity to have a social impact in the areas that are most meaningful to you. 

At Summit Financial, we recognize that it’s important for many of our clients to create a portfolio that builds wealth while honoring their core values.

Socially responsible investing (SRI) considers both financial return and the impact of the investments on the world. Investments are chosen based upon sustainable, socially conscious, or ethical considerations, as well as potential returns.

While it may not be easy to change the world, it can be done — one investment at a time. At Summit Financial, we believe in the power of choice to make changes. By choosing investments for their impact on causes you believe in, you can make your voice heard.

How are Socially Responsible Investments Chosen?

Socially responsible investments can also be thought of under the acronym ESG (environmental, social, and governance). Typically, socially responsible investments promote environmental stewardship, consumer protection, human rights, and racial or gender diversity and equality. The objective is to avoid investments with negative social impacts, such as fossil fuels (environmental), pornography (social), and companies with questionable corporate governance.

The Summit Financial Approach to Socially Responsible Investing

At Summit Financial, the foundation of our values and culture is to build long-term trusted relationships with our clients. A critical part of our process is to understand what is truly important to you — our client. We recognize that it’s important for many of our clients to create a portfolio that builds wealth while honoring their core values. As we get to know our clients and their goals, we look for investments that can be both meaningful to their values as well as their financial objectives.

The result can be a portfolio rich with social meaning and potential profits. If socially responsible investing is important to you, we are there to help.

We offer an array of SRI investment strategies that we can include as part of our personal and business wealth management planning process.

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