Socially Responsible and Impact Investing

We all want to do our part to make the world a better place. For some investors, that means putting their capital towards causes they believe in. Socially responsible investing (SRI) allows you to put your money to work in a way that aligns with your values. It’s not just empowering—it contributes to a greater good. At Means Wealth Management, we’re committed to developing financial strategies suited to you and your goals. If those goals include supporting a cause via socially responsible investments, we’ll help you integrate those objectives into a plan that works for your financial life.

HOW SOCIALLY RESPONSIBLE INVESTING WORKS?

SRI strategies enable you to support companies with strong environmental, social, and governmental (ESG) practices while continuing to reap the benefits of intelligent investing. While completely optional, many Means Wealth clients take SRI considerations to ensure their portfolio reflects their beliefs and values.

It all begins with an open, candid conversation with your advisor: we’ll listen to your interests, assess your risk tolerance, and discuss the implications of any SRI decisions. Then we’ll explore a variety of strategies to help you make your mark—from targeted mutual funds and ETFs, to smart security selections that screen out companies or industries you’d like to avoid.

These SRI options are just one of the many ways that Means Wealth Management works to personalize your financial strategies and achieve your goals.

Contact us today or complete the form on this page to learn more about socially responsible investing and get started.