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Your Money, Your Values: The Future of Socially Responsible Investing

Putting your Money where your Values are:  Why mutual Funds Cannot meet your Socially Responsible ConcernsSRI

We all have values that are unique to our individual points of view, and this is especially the case when it comes to investing from a socially responsible point of view.  Join us for this special workshop to discuss the current state of SRI and how our unique approach allows you to fully customize your investment holdings to fit your values.

Discussion Topics Include:

  • Corporate Social Responsibility & Green Investing
  • Should you be giving up investment returns for your values?
  • The secrets of Socially Responsible Mutual Funds
  • The Role of Alternative Investments
  • How our portfolio customization process is a unique approach to SRI

Bring your Questions & Concerns!

When: Saturday, September 18, 2010 - 10am
Where: Our Office:

303 Arlington Ave., Suite B3
Kensington, CA 94707
Host: Jason Vitucci & Susan Bass
Phone: (510) 526-2220 Ext.108