2020 Socially Responsible Investing

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Bruce is talking more and more with clients who want their money to be invested into companies and funds that are focused on doing good and making positive change.  

“My clients are choosing to invest with a purpose,” Bruce said when explaining the growing wave of socially responsible investing. “I am grateful to help my clients connect with like-minded companies and unleash the power of capital for good.”

Bruce works with clients to fully understand their strategic goal, businesses and programs they appreciate and what they value in their own lives.  Bruce researches companies to see where they stand on various policies and which causes they support as a corporation.  Bruce analyzes a company’s performance to ensure that his client’s money will indeed go on to make a measurable social and environmental impact.

At the same time, Bruce makes certain that the support of the company will also provide a strong financial return on investment. 

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