Environmental Social Governance

Socially Responsible Investing  

We focus on socially responsible investments avoiding investments in tobacco, ammunition, defense companies, prison systems, and animal harm at all costs. We try to avoid investing in companies that produce highly processed junk / sugary foods that promote disease, oil drilling and exploration however some of these companies have implemented important strategies to protect our environment while still maintaining a profitable business. We keep an eye out for these companies and do our best to stay away from other companies that might cause harm directly or indirectly to the best of our abilities. 

It's incredibly difficult and unfortunately don’t have a systematic approach or rule of thumb except for the obvious companies in industries mentioned above. If we do invest in these situations we are attempting to exploit temporary market fluctuations to benefit our clients, not to invest in or 

promote the company's growth or expansion that would further damage of the planet for future generations. As fiduciaries our primary objective is our clients financial success and the impact they leave on the world. 

We make adjustments accordingly.

We say no to a lot of opportunities and carefully select the right ones that have an attractive price, acceptable ethical consequence, and predictable long term earnings growth.