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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).

     
     

SOCIALLY RESPONSIBLE INVESTING
If you are like most Americans chances are you have heard of Socially Responsible Investing (SRI). It is also likely that you have questions related to a lingering impression that SRI equates with sub-par financial returns.





GREEN INVESTING
When the first Pilgrims made it to the shores of the new world the first impression voiced by the sailors was delight over the unlimited amount of straight virgin timber for use as masts in the sailing vessels of the time.

SUSTAINABLE INVESTING
While many examples of companies pursuing the three P model (The Triple Bottom line: People (social equity), Profit (rate of return) and Planet (environment) exist, perhaps the most high profile is in Atlanta.

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, Raeheart Financial and Financial West Group are unaffiliated entities. Office of Supervisory Jurisdiction: 1755 Gablehammer Road, Westminster, MD 21157. (410) 751-70054

Nothing contained 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.