Socially Responsible Investing

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Investing is about more than growing capital. It’s about making a difference in our schools, our environment and our community. Many firms have a Machiavellian approach to their clients’ investments, where the end profit is more important than the way it’s gained. At Silicon Valley Wealth Advisors, we believe that you can build wealth and still use your money to be a force for good.

Socially responsible investing (SRI) implements an investment plan that focuses on making a positive impact using environmental, social and corporate governance criteria. Our investment strategies endorse socially responsible corporations, develop long-lasting gains for companies and stakeholders, and finance businesses that will make a positive impact on the environment and in communities.

Our Socially Responsible Investing Services Include:

  • Shareholder advocacy
  • Government-controlled funds
  • Community investing
  • Divestments and negative screenings

SRI investments have grown significantly over the last several years. For example, from the start of 2012 to the start of 2014, U.S.-domiciled assets increased from $3.74 trillion to $6.57 trillion utilizing SRI investment strategies.1 This is just the beginning.

We seek new solutions to old business problems. We want more transparency in companies we invest in, and we want to transform negative trends of investment into positive ones. To put it simply, we invest in businesses that care about us.

1 – http://www.ussif.org/Files/Publications/SIF_Trends_14.F.ES.pdf