Socially Responsible Investing Services

SRI, or Socially Responsible Investing is an investment strategy that seeks to consider both the financial return and the social good for change the investment will support.

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. As part of our holistic financial life planning, our 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.