Be a Force for Good 

What kind of an impact would you like to have? Your investments can be aligned with your personal values to make a difference. For many investors, the process of allocating assets is about much more than growing capital; it’s an opportunity for influence. Socially Responsible Investing (SRI) implements an investment plan that focuses on making a positive impact using environmental, social, and corporate governance (ESG) 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 our communities.


Helpful Content

<p>Investing with Your Heart</p>

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.
Learn More
<p>A Taxing Story: Capital Gains and Losses</p>

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.
Learn More

Contact us to discuss our portfolio management services or find out more about having a positive influence through your investments.

hello@svwadvisors.com | 408.688.0888