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SRI Success Stories

It is important to note that before any Socially Responsible Investment decisions are made, we first create a solid financial plan, which leads to the most appropriate investment strategy and types of accounts to utilize. The SRI tail should not wag the dog.

Once the planning process is complete, SRI becomes the final overlay that allows for my client’s to make a positive difference in the world while at the same time achieving their own cherished personal financial goals.

View the video below to hear several success stories of SRI over its history.