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Socially Responsible Investing

Socially Responsible Investing (SRI) primarily seeks to influence positive change in the world through investment screening, shareholder advocacy and direct impact & community investing.

At Centerpoint we are dedicated to furthering our expertise in these three applications of SRI. We believe they are key to both building True Wealth for our clients and enhancing the common good.
  • Investment Screening is purchasing only those stocks that meet personal ethical requirements. By doing this in concert with others we impact corporate behavior worldwide. Screening is based on ethical attributes which include issues such as environmental stewardship, positive social practices and corporate governance (ESG)

  • Shareholder advocacy uses the voice of stockholder ownership within a company to affect specific corporate policy. Through our relationship with Progressive Asset Management Group we participate in both specific and global shareholder advocacy movements on behalf of our clients.

  • Direct Impact & Community Investing seeks to direct capital to companies demonstrating cost effective and innovative solutions in the sustainability sector. We do this through educating clients on the appropriate investment vehicles to reconnect individual investors with their communities.

More information on Socially Responsible Investing (SRI).


FROM IDEA TO ACTION: Socially Responsible Investing and the Growing Green Economy

If you are like most Americans, chances are you have heard of Socially Responsible Investing (SRI). Whether you have heard of SRI or not, this article will help you gain clarity and a commitment to action towards what is at once a broad social movement and an intensely personal process.

VALUES-BASED INVESTING: Enriching the Soul of American Culture

Underlying cultural values give current investment trends their heart and soul. Therefore understanding the demographics of existing and emerging cultural values are at leat as important in guiding your investment strategy as is the new hot stock pick.

SEEKING THE TRIPLE BOTTOM LINE: Socially Responsible Investing and the New Economy

This new economic model accounts for the natural capital provided by ecological systems and their contribution to maintaining life on Earth. It does this by measuring the three bottom lines of People, Profit and Planet.

Progressive Asset Management Group (PAM Group) Affiliations:


Securities and advisory services offered through Financial West Group, (FWG) Member FINRA, SIPC. The Progressive Asset Management Group is the Socially Responsible Investment division of FWG. Progressive Asset Management, Inc. and FWG are unaffiliated entities. Centerpoint Investment Strategies and Financial West Group are unaffiliated entities. Office of Supervisory Jurisdiction:
55 Main St, Suite 415, Newmarket, NH 03857 (603) 659-7626

Nothing in this website should be construed as a recommendation to buy or sell any security. Such recommendations can only be made after personal consultation. Past performance is not necessarily indicative of future results. While some studies suggest that socially responsible investing may perform as well or better than conventional investing, some other studies suggest that by reducing available investment choices, socially responsible investing strategies may entail higher risks or lower returns than comparable non-SRI investing strategies.