EGÉA SRI

Sustainable, Responsible, and Impact investing has come to be defined as any investment strategy that seeks to maximize financial return while simultaneously advancing an idea, belief, or cause that is important to the individual investor (You), with the hope of changing the world for the better. ESG stands for Environmental, Social, and Governance. These are the criteria from which a set of standards is created to allow for socially conscious and sustainable investors to screen investments. Align your Roth IRA, Traditional IRA, Investment Accounts, and 401k with your Values. Socially Responsible Investing is an investment strategy that seeks to maximize financial return while simultaneously advancing an idea, belief, or cause that is Important to the Individual Investor. We create and manage Sustainable Portfolios. Contact us today to have one of Chartered SRI Counselors™ help you Make a Difference. The CSRIC™ program was developed in collaboration with industry-group leader US SIF: The Forum for Sustainable and Responsible Investment. It provides financial advisors and investment professionals with information about the trends, portfolio construction principles, fiduciary responsibilities, and best practices for sustainable investments. The certification was developed by the College for Financial Planning in partnership with US SIF: The Forum for Sustainable and Responsible Investment -- the leading voice advancing sustainable investing across all asset classes in the United States. For a list of important disclosures, please visit my website at https://egeasri.com