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.