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Socially Responsible Investing

What is Socially Responsible Investing?

Socially Responsible Investing (SRI) is the opportunity to plan for a better future for yourself and your family while also positively impacting the world. SRI is designed with the goal to make money while also making a difference by utilizing ESG (environmental/social/governance) analysis, shareholder advocacy, and “community investment” strategies to maximize investment returns while also working toward a more sustainable future. The return may be lower than if the adviser made decisions based solely on investment considerations.