Impact Investing
Our Vision
A growing number of investors are beginning to understand that they can make an impact by voting
their conscience with their investment dollars, just like they do as consumers. You can make your
voice heard through the products you chose to buy and the companies and technologies you choose
to invest in. The voice of the individual investor, when combined with the simultaneous decisions of millions of like-minded people, can and is making a difference.
The Energy Crisis
For the first time in decades, there is a real public discourse about the kind of a world we want to live in. The spike in oil prices and the BP oil spill in the Gulf of Mexico has awoken the nation and the world to the understanding that there are better ways of creating the energy we need, to both sustain and enhance our way of life.
The Best Business Environment
Investors are also discovering that when companies treat their employees fairly, when they utilize technologies that benefit the environment rather than degrade it, and when they act as good corporate citizens, they prosper through customer loyalty and a reduced exposure to legal problems. In fact, historical evidence indicates that socially responsible investments have tended to outperform traditional investment models over the long term for those very reasons.
("The SRI Advantage - Why Socially Responsible Investing Has Outperformed Financially" by Peter Camejo)
Our Corporate Culture
The failure of large financial institutions and regulatory agencies to protect the public good makes clear the importance of working with financial advisors who share your ethical values. Portfolio Resources is a unique privately-owned company where advisors can focus their practices solely on their client’s best interests. The firm’s Advisory Council, made up of leading independent Associates, provides direct input to the firm’s strategic decision making process. This atmosphere of teamwork and collaboration benefits both clients and advisors.
