100 Europa Drive, Suite 410 Chapel Hill, NC 27517 Secure Client Portal

Sustainable & Responsible Investing

You may be …

  • Seeking attractive investment returns but wanting to contribute to positive social, environmental, and governance practices
  • Wanting to exclude certain companies or industries from your investments
  • Concerned about our climate crisis
  • Committed to your local community with a desire to keep capital local

Your challenges, and how we help:

Challenge
Don’t want to give up returns by investing with your values
Solution
We can talk through the research on performance of sustainable funds – you may be pleasantly surprised!
Challenge
Concerned about green washing
Solution
We only recommend fund managers whose philosophy matches their execution
Challenge
Unaware of the various options for reflecting your values in your investments
Solution
Our team has extensive knowledge in the sustainable investing field and can walk you through your options
Challenge
Unaware of what you are currently invested in and what impact this is having in our world
Solution
We can look at your holdings and evaluate your fossil fuel, weapons and firearms, tobacco, private prison, deforestation, and gender equity exposure.
Challenge
What does SRI vs. ESG vs. Impact investing even mean? All the terminology is confusing!
Solution
We do our best to simplify the terms and outline the various ways of reflecting your values in your investments
Challenge
Unsure of what risks sustainable investing poses, or what risks sustainable investing mitigates
Solution
We recommend funds that we believe will offer competitive returns with suitable risk. Sustainable investing may actually lower your risk rather than add to it.