What are Organic Mutual Funds?

A man reading a book on mutual funds

We see it every day on TV, in the movies, at grocery stores…the United States is going green and people are beginning to take responsibility for how their actions impact our environment and society. Just like you can now buy organic milk or corn flakes at the store, it is now possible to invest your money in mutual funds that are socially responsible.  It is a market called Socially Responsible Investing (SRI).  There are numerous mutual fund families that have specialty funds that may invest in energy alternatives such as solar power or won’t invest in big tobacco.  The main focus on these funds are to focus on industries that are socially responsible to mankind and our environment. What is Socially Responsible Investing? Socially Responsible Investing (SRI) is an investment strategy that integrates social or environmental criteria into financial analysis which gives hope to a cleaner brighter future. With about $2.29 trillion worth of assets in the country today, SRI is gaining steam with both institutions and individuals investors who are looking to: Align their investment portfolio with their individual core values. This is accomplished by ditching firms that fail to meet certain stringent standards – and instead investing in […]

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Investment Style & Philosophy We begin with a broad global trends analysis, backed by the belief that studying global trends is imperative when allocating assets.  This broad macroeconomic view will include technological and political trends, with the objective being to establish how these trends affect financial markets. After answering the broad questions we will then begin to take a look at industry analysis.  Our macroeconomic or “big picture” analysis will help us discover the sectors that we feel have the most potential for growing earnings and making you money. Once the sector has been studied, we will then carefully look at individual companies that show the most potential for growing our client’s money, while reducing the risk. Areas We Can Help You In IRA Roll-Over/Retirement Planning You might be retired or approaching retirement and need to park your IRA, 401K in an investment engine that has the potential for solid growth and less risk.  As you age your investment time horizon shortens and most people want less risk for their retirement dollars.  After careful consideration of your situation, we will give you your original financial plan that will be packed full of ideas that give your portfolio the potential for growth while […]

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