SRI- Socially Responsible Investing

Socially Responsible Investing {SRI} is a growing trend with individuals and businesses that desire to have a portion of their investments be aligned with their societal concerns. It is a strategy that identifies investments that meet certain humane and environmental guidelines. Other ways to describe this investment approach is ethical investing, sustainable investing, or green investing.

Important issues reviewed by the portfolio managers of socially responsible funds are climate change, carbon emissions, pollution, problem labor practices, human rights, diversity and corporate social responsibility.

We, at Schantz Wealth Services, feel strongly that we can all help society and the environment through small acts. This is one of those acts. Our investment philosophy is simple. We invest in the appropriate solutions for our clients to ensure we strive to meet their financial goals. We can maintain this philosophy while adhering to our moral desire to help the world.