A Registered Investment Advisor
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Fast Facts

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(541) 390-2009

Founder: Jack Schniepp, CFP®, ChFC® Financial Advisor

Financial Advisor: Ryan Andrews

Headquarters: 243 Scalehouse Loop Suite 5B, Bend, OR 97702

Clients:

Differentiators:

  • CFS is the only US\SIF member in Central Oregon (Forum for Sustainable and Responsible Investments)
  • Fee-based Financial Planning and Investment Management.
  • Limitless options in environmentally focused investments. Incredible Growth in the SRI arena in terms of assets, options, and returns.

SRI Investment Growth:

Sustainable, responsible and impact investing (SRI) assets in the US grew 76% between 2012 and 2014, according to a survey by US SIF. Assets managed by investment firms considering environmental, social and governance (ESG) issues increased more than three-fold, the survey said. US institutional investors, including pension funds, expanded SRI assets by 77%, and assets held by private equity and other alternative investment funds considering ESG factors rose 70%.

Latest Trends in SRI:

  • Emergence of the fossil fuel divestment movement and the adoption of policies restricting investments in firearms in the wake of the Sandy Hook Elementary School shooting.
  • Perspectives of millennials on sustainable investing
  • Investment products geared towards advancing women
  • Crowd funding as a tool for ESG investors
  • Place-based investing

It is widely acknowledged that factors relating to the environment, social issues and corporate governance have an impact on economies and financial markets.

Full Report on Progress and trends.

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