The Marriage of SRI and Financial Planning
SOCIALLY RESPONSIBLE INVESTMENT (ASSET) MANAGEMENT
• Assistance In Funding Accounts
• Cost Effective, Fee-Based Management
• Evaluation Of Current Investment Portfolio(s)
• Establish All Necessary Investment Accounts
• Periodic Rebalancing & Monitoring Of Portfolio
• Identify & Retain Professional Third-Party Management
• Calculate Appropriate Investment Amount(s) To Achieve Objectives
• Draft & Implement Asset Allocation & Investment Policy Statement
• All Socially Responsible Investment Portfolios Consistent with Clients Values