Take a look at the article that features Jack Schniepp CFP, Fee Only Financial Advisor, discussing Socially Responsible Investing in the April Issue of Bend Lifestyle Magazine . He says “In simplest terms, SRI is finding investments that don’t compromise a client’s values and the causes they care about or actively finding investments that make a positive impact on those causes.” Read about the three tips to begin here.
Jack Schniepp is a CERTIFIED FINANCIAL PLANNER™ (CFP®, ChFC®), financial advisor and the owner of Cascade Financial Strategies. CFS is a registered investment advisor licensed in Oregon, California, Washington, Arizona and Idaho. They specialize in socially responsible investing which integrates environmental, social, and corporate governance (ESG) criteria into portfolio construction.