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: