Socially Responsible Investing

Align your portfolio with your values.

Since our inception, Milestone Financial has focused on the impact of our advice on the larger community. We do this by making Socially Responsible Investing (SRI) and Sustainable Investing (SI) available to any client interested in placing their portfolio into closer alignment with their values.

SRI and SI investment portfolios have a dual purpose: First, a social screen is applied which screens in companies who practice good corporate governance and filters out industries that clients do not wish to invest in, and an environmental screen is applied which screens in corporations that reduce their environmental footprint and take proactive steps to conserve resources. Secondly, the portfolio must adhere to the academic principles that give an investor the highest possible returns for a given level of risk. Based on the academic studies that exist today, this rules out the use of most actively managed mutual funds, regardless of how well intentioned they may be in addressing investors’ social concerns.