It is important to us to help you align your investing with your values. The article linked below talks about a strategy we have available to help clients that would like their investments to align with their views on preserving the environment and mitigating adverse climate effects.
We also have investment options to build a portfolio around companies that are socially responsible. Since the Parkland shooting, I have had many clients approach me with concern that their portfolio owns gun manufacturers. Though most of our funds have very few holdings of these companies, we are able to design a portfolio that excludes these manufacturers by using investments that are socially responsible.
If you would like to learn more about either of these strategies or discuss your portfolio, please send me an e-mail at melinda@daviswealthadvisors.net, and we can set up a time to talk.
