Ethical Investing
At Chicory Wealth, we are passionate about providing customized portfolio management services for investors who share a drive for progressive social change and environmental stewardship. Ethical, or Socially Responsible, Investing (SRI) is an investment strategy that seeks to consider both the financial return and the social good for change the investment will support.
Our portfolio management strategy philosophy is “Know what you own.” To read more about the criteria and the factors we consider when screening investments, click HERE.
As part of holistic financial life planning, our investment services include:
- Creating an investment portfolio tailored for your needs at every stage of life, including education, retirement, and charitable giving.
- Listening to you and incorporating your views on social and environmental issues into our decisions when constructing your portfolio.
- Providing opportunities for investment outside of the public markets in areas such as community finance, women and minority led businesses, and regenerative agriculture.
- Voting your proxies at shareholder meetings in a manner in keeping with the environmental and social considerations that went into your portfolio construction.