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Services Socially Responsible Investing |
At IAM Financial, our motto is:
First make a living, then make a difference.
We believe that after your financial matters are in order, and you are on track to accomplish your financial goals, one way you can give back is by "constructive" socially responsible investing. Constructive Socially Responsible Investing is your opportunity to constructively choose to promote certain companies and industries that reflect your religious, economical, political or other values. This method is constructive in that it promotes, rather than discourages investment. You may choose to promote investment in companies that: Better the Environment | Promote Human Rights Screening companies for social values can be an extensive process which can cause larger internal expenses. High expense ratios tend to impact returns. New opportunities in exchange traded funds and socially responsible index funds now offering SRI investing at much lower expense ratios. We specialize in developing diverse SRI asset allocations that have lower expense ratios. While many advisors charge a premium for this service, IAM Financial considers this a way to give back. You can benefit form SRI by having us check your current investments for alignment with your values in both your retirement accounts at work, and in IRA and brokerage accounts. We can also determine if expense ratios of your investments are adversely affecting your ability to accomplish your goals. For more information email us at info@iam-financial.com with SRI in the subject line. |
"Only put off until tomorrow what you are willing to die having left undone." -Pablo Picasso |