FEE BASED FINANCIAL PLANNING
SUSTAINABLE
INVESTING
SOCIALLY
CONSCIOUS
PRIVATE
EQUITY
In our capitalist economy, corporations big and small have a huge impact on our lives and on the planet. It can be said that the future essentially balances on the choices of these corporations and their employees. Sustainable investing can allow you to support those companies that are aligned with your values and your vision for our children's future.
Since the 1970's sustainable investing has grown through three developmental phases. In each of these phases investors began demanding more of companies through shareholder activism and many companies have responded.
Phase I called for "Do No Harm". This approach had investors staying away from harmful products like tobacco and alcohol and defense spending.
Phase II was "Doing Well by Doing Good". During this phase, many companies worked on recycling programs, energy efficiency, decreasing their contribution to pollution, etc.
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