Socially Responsible Investing

Summer McKellar
Senior Research Analyst
Registered Representative

When it comes to investing your money, there are many investment strategies available to you. Recently we’ve seen an increase of people talking about Socially Responsible Investing (SRI) or what is also known as “ESG” (environmental, social and governance) investing. Socially Responsible Investing allows you to align your investments with your personal beliefs; such as going green and being more environmental friendly.

Although this approach has been around for many years, the development of research standards has made it easier to evaluate companies on these factors. It allows investors to look past the bottom line and dig deeper into how the company is managed. It gives the investor comfort that they’re investing in companies that are aligned with their personal values and beliefs.

If you’re interested in learning more about this investment strategy or others we offer at Sgroi Financial, set up a meeting with us today.

Also you can listen to my interview on 106.5FM WYRK where I discuss this topic with Clay Moden.

And watch our commercial on Socially Responsible Investing:

You can catch our weekly Plan.Protect.Invest. segment live on WYRK 106.5FM at 7:10am every Wednesday. Each week we will have a Sgroi Financial planner on with Clay Moden and the WYRK morning show to discuss financial topics to educate and help their listeners.

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Securities offered through Cadaret, Grant & Co., Inc., member FINRA/SIPC. Advisory services offered through Sgroi Wealth Advisory Group LLC, an SEC Registered Investment Advisor. Sgroi Wealth Advisory Group LLC, Sgroi Financial LLC, and Cadaret, Grant & Co., Inc. are separate entities.

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