George Robertson, CFP, CRPS, AIF

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Socially Responsible Investing

Are you managing your resources based on your values? Socially responsible investing (SRI) is the process of matching your investments with your ethical criteria.

Socially responsible investors generally choose one or more of the following strategies: screening, shareholder activism, or community investing. An investor who practices screening invests in companies that support his or her values and mission. Shareholders who practice shareholder activism use their rights as part owners of a company to advocate for their social issues. Finally, community investing involves supporting the development of low-income communities.

There are a variety of socially responsible options that can help you meet your personal financial goals according to your code of ethics.

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