Sustainable Returns

Why Do Advisors Not Offer SRI Portfolios

It seems that no matter how much evidence flows in that counters the pervasive idea that responsible investing produces inferior returns, most investment professionals still choose to deny the facts. Responses from my local Bend colleagues regarding Socially Responsible Investing (SRI) continue to be influenced by this misconception. This is still the main reason they … Read more

Battery Powered Future

Our parent firm, LPL Financial, is not necessarily known for promoting Socially Responsible Investments. But a recent article produced by their research team serves to highlight the true opportunity that SRI presents. In the same week Credit Suisse released a similar article regarding alternative energy. We are increasingly seeing investors and investment firms recognizing that … Read more