Investing with Purpose
Aligning Your Portfolio With Your Principles
Harkins Wealth Management can help get you started with Socially Responsible Investing. SRI can be a powerful approach that marries your financial goals with causes you care deeply about. Whether it's promoting environmental sustainability, championing social justice, or advocating for ethical business practices, SRI enables you to use your money to help make a positive impact on the world.
But SRI isn't just about doing good – it's about working towards a more stable and prosperous future for yourself and generations to come. And SRI offers an informative, data-rich way to review investments and help mitigate risk. Plus, knowing your investments contribute to positive change also brings a sense of purpose and pride that goes beyond mere financial returns. It's about investing in a way that reflects your values, and leaving a lasting legacy you can be proud of.
Are You a Sustainable Investor?
Get personalized, SRI portfolio recommendations and investment research that align with your values by completing our short survey.
“What I value most in my relationship with Rick and Michelle is that I trust them. They are knowledgeable, thoughtful listeners whose advice has enabled me to retire comfortably. Also, importantly, they share my values and have helped me with socially responsible investing - allowing me to do good while doing well. We now have a four generation relationship with Harkins Wealth Management (with the babies' 529 college plan)!”
Kersti Yllo
10/27/2022
Explore Your Financial Planning Possibilities
Discover how Harkins Wealth Management can craft a financial plan that incorporates your values. To get started, click the button to book a meeting with us.
Environmental, social, and governance (“ESG”) criteria uses nonfinancial factors to evaluate investments. Incorporating ESG factors may result in forgoing investment opportunities available to strategies that do not have similar constraints. As a result, the investment or strategy may underperform the market or other strategies. ESG factors are not the sole consideration in the investment process, which may result in exposure to issuers that do not have favorable ESG characteristics. Investments are subject to risk, including the loss of principal. There is no guarantee that any objective will be achieved.