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Address:

5540 N. Academy Blvd., Suite 220
Colorado Springs, CO 80918

Phone:

(719) 574-1588 Toll free: (888) 574-1588

Fax/Other:

(719) 266-5831

Socially Responsible Investing (SRI)

Socially responsible investing (SRI), Are known as sustainable, socially conscious, "green" or ethical investments. This is any investment strategy which seeks to balance both financial return and social good to bring about a social change.

As many investors have woken up to the impact companies make in the world around them, they have began to turn their attention to SRI portfolios.  According to the Wall Street Journal, funds that incorporate environmental, social, and governance issues into their investment decisions have risen from less than 200 in 2005 to over 800 in 2014, Having garnered over $4 trillion in assets during the same period.

At Academy Wealth Management, we offer resources and customized portfolio solutions to ensure our clients financial goals line up with the values that are important to them.

If Socially Responsible Investing is important to you, be sure to discuss it with your Advisor.  We will be happy to craft a custom solution that is aligned to your most fundamental values.  

https://en.wikipedia.org/wiki/Socially_responsible_investing

http://www.investopedia.com/terms/s/sri.asp

http://www.investinganswers.com/financial-dictionary/stock-market/socially-responsible-investment-sri-2578

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