Socially Responsible Investing (SRI) and Environmental, Social & Corporate Governance (ESG) investing is something we are proud to offer to our clients.

SRI is an investment strategy that aims to generate both social change and financial returns for an investor.  These investments can include companies making a positive sustainable or social impact and exclude those who are making a negative one.

ESG refers to an investment methodology which prioritizes optimal environmental, social, and governance factors or outcomes. ESG investing is widely seen as a way of investing “sustainably”, where investments are made with consideration of the environment and human wellbeing, as well as the economy.

SRI and ESG investing allows clients to choose investment opportunities that align with their values. For example, many of our clients feel strongly about investments impacting the environment. Our team can help to create a portfolio that invests in green energy sources, such as wind and solar, so that your assets are assembled according to what matters most.