Socially Responsible Investors

Making your money make a difference.

The idea behind socially responsible investing (SRI) — also called environmental, social, and governance (ESG) investing — is to help investors pursue their financial goals while promoting societal soundness.

By choosing a socially responsible investment vehicle, you are essentially funding companies that support causes you care about and companies that don’t engage in practices that run contrary to your core values and beliefs. Florence Financial Group recognizes the importance of this practice and uses several strategies to support social and environmental conservation and change.

The power of positive.

In order to sustain our commitment to investing responsibly, we have integrated positive investment techniques that help ensure your investments will be put into activities and companies that promote a moral social impact. For example, you might choose to invest in companies that promote the following:

Environmental Protection

Community Development

Workplace Diversity

Human Rights

Avoiding specific types of investments.

In addition, integrating negative screenings into our investment strategy excludes undesirable sources from consideration based on social and/or environmental standards.

Alcohol, tobacco, and gambling

Weapons

Nuclear power

Animal testing

Socially responsible investment features.

SRI’s most compelling feature is obvious: the ability to put your money to work for causes in a way that may also result in personal financial gain. SRI allows you to take a social stand through the investment vehicles you choose.

Shareholders of socially responsible companies can use their ownership rights to communicate with corporate management—through proposals, meetings, and proxy voting—in an effort to influence policies and decisions. Through this type of shareholder activism, socially responsible investments allow investors more influence to ultimately support positive change.

Is socially responsible investing right for you?

Whether or not you choose to extend your beliefs to your finances should depend on your personal situation and investment goals. As the socially responsible investment space evolves, investors will have an increasing number of options to consider.

Investments are subject to risk, including the loss of principal. Environmental, social, and governance (ESG) criteria is based on a set of nonfinancial principles in addition to financial principles used to evaluate potential investments. The incorporation of nonfinancial principles (i.e., ESG) can factor heavily into the security selection process. The investment’s ESG focus may limit investment options available to the investor. Past performance is no guarantee of future results.”

You’ll feel at home at Florence Financial Group.

Let our skilled investment professionals right here in your corner of the world help guide you to a financially secure future.

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