Hello wonderful people, Cyril White, Certified Financial Planner™ with Four Financial Management.
It is my mission to help as many of you become as wealthy and as healthy as possible!
My clients are driven by their very strong personal values and goals. They aim for strong financial performance, but also believe that their investments should be used to help contribute to advancements in social, environmental, and governance practices. They may actively seek investments that are likely to provide important societal or environmental benefits.
Sustainable, responsible, and impact investing (SRI) is rapidly growing in the United States and in many regions around the world. The institutions and individuals practicing one or more strategies of sustainable investing share a desire to achieve long-term competitive financial returns. They embrace SRI strategies to manage risk, fulfill fiduciary duties, or generate social and environmental benefits. As a result, they consider environmental, social, or corporate governance (ESG) issues as they make decisions about their portfolios or raise their voices as investors.
Some investors embrace SRI strategies to manage risk and fulfill fiduciary duties; they may review ESG criteria as part of their due diligence process to assess the quality of management and the likely resilience of their portfolio companies in dealing with future challenges. Some are seeking hidden sources of financial outperformance or “alpha” as we say in our business, over the long-term.
I would love to know if you feel that your values are adequately represented in your investment portfolio and what values are important to you.
For 25 years I have helped families work towards their financial goals!
Please contact me at (734) 725-2119 or firstname.lastname@example.org if you have any questions or if there is anything we can assist you with!
This material is for general information only and is not intended to provide specific advice or recommendations for any individual. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. Any economic forecasts set forth may not develop as predicted and are subject to change. All information is believed to be from reliable sources; however, LPL Financial makes no representation as to its completeness or accuracy. The opinions voiced in this material are for general information only are not intended to provide specific advice or recommendations for any individual.
Socially Responsible Investing (SRI) / Environmental Social Governance (ESG) investing has certain risks based on the fact that the criteria excludes securities of certain issuers for non-financial reasons and, therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.
Securities offered through LPL Financial. Member FINRA/SIPC