Socially Responsible Investing (SRI/ESG)
Should you desire to grow your assets while enriching the world in a way that aligns with your morals and ethics, Socially Responsible Investing is a solution that Kelsey Financial can offer you.
Socially Responsible Investing (SRI) may afford you a sense of accomplishment and world fellowship in sustainably growing your assets. We’ve curated several SRI-focused models to cater to your pursuit of the social and environmental causes you believe in.
If you’d like to plan, save, and grow your assets with a sustainable focus, here are a few things to consider.
- Socially Responsible Investing has been around since the early 90s.
- Investing with an SRI focus does not necessarily mean less return on investment.
- SRI can mean a dedicated approach to specific investments or avoiding other certain investments.
- There are various ranges of SRI, whether Environmental, Social, or Corporate Governance, commonly referred to as ESG.
Please take a moment to watch our Socially Responsible Investing video that will show you how to plan, save, and grow your assets with a sustainable focus with Kelsey Financial. * NEED VID LINK
Socially Responsible Investing Video
* Need Vid Link
Watch our short asset management video that demonstrate how your specific profile is created and managed by Kelsey Financial.
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Learn how Kelsey Financial can help you with Socially Responsible Investing.
Socially Responsible Investing:
Frequently Asked Questions
Here are some commonly asked questions from our customers about Socially Responsible Investing and the benefits of working with a Financial Advisor.
Call us at (833) 453-5739 should you need more questions answered.
Q: What is an example of a Socially Responsible Investment?
A: Such an investment can be an individual company that scores a high SRI or ESG rating or an ETF or Mutual Fund, which are groupings of highly SRI scoring companies run by a manager with an SRI focus.
Q: How many of your clients invest in SRI/ESG?
A: It is a very small portion at this time – totally driven by the needs of the individual client. Our company is agnostic to any type of client-focused investment strategy. We, at Kelsey Financial, believe that if the investment strategy suggested by the client is legal, appropriate and fits in that client’s risk range, we will do our best to build such a portfolio.
Q: Can I include or exclude specific companies or investments from my portfolio?
A: Yes, some clients may want to only buy highly SRI rated companies or investments or simply exclude other types of companies that may profit from alcohol, tobacco, gambling, or firearms, among others.
Q: Is there an additional cost for Socially Responsible investing?
A: No. Investing in SRI/ESG generally has the same costs as our standard asset-based asset management fees. Also remember that each ETF, Mutual Fund, Stock, or other underlying investment, whether SRI or not may have their own internal costs that we do not share in.
Other Financial Advisor Services We Offer!
Kelsey Financial is driven by our desire to create positive change in your financial life. There are few things more personal than your finances, and you deserve a relationship with an advisor who prioritizes you and your unique financial path. Our goal is to create the most attentive, responsive, and personable relationship you could receive. The financial services that we provide are Financial Planning, Asset Management, Socially Responsible Investing, and Variable Annuity Sub-Account Management.
Financial Planning
At Kelsey Financial, we work with you to build a plan that is the foundation where your investment portfolio can thrive. Financial planning is the backbone of a good asset management approach. Our goal is to create a plan that considers all aspects of your financial health, while also making it a point to educate you along the way. You will always have the clearest understanding of how your investments work towards each of your unique financial goals. View our Financial Planning video that will demonstrate how you can achieve your short- and long-term financial goals through Kelsey Financial.
Asset Management
We integrate your holistic financial picture into each portfolio to best manage your assets – always keeping your specific goals at the forefront of our advice. With the knowledge gained from decades of asset management experience, across various investment types, we’ve built model portfolios designed to be suitable for many risk objectives. We focus on creating a specific profile for you, using a blend of active and passive management techniques that lends itself to additional diversification. View our Asset Management video that will demonstrate how your specific profile is created and managed with us.
Socially Responsible Investing (SRI/ESG)
Should you desire to grow your assets while enriching the world in a way that aligns with your morals and ethics, Socially Responsible Investing is a solution that Kelsey Financial can offer you. Socially Responsible Investing may afford you a sense of accomplishment and world fellowship in sustainably growing your assets. We’ve curated several SRI-focused models to cater to your pursuit of the social and environmental causes you believe in. Please take a moment to watch our Socially Responsible Investing video that will show you how to plan, save, and grow your assets with a sustainable focus with Kelsey Financial.
Variable Annuity Sub-Account Management
One of the more unique advisory services we offer is the management of variable annuity sub-accounts. The management of variable annuity sub-accounts, typically performed by the annuity company’s asset manager, has been stripped down to allow you to work directly with us, as your asset manager, further aligning your investment strategy to the rest of your portfolio, while potentially reducing your annuity management fees, and allowing you to view all your investments in one online portal. Have a variable annuity that you would like to review? Call and ask us how!
Need Help? Call Kelsey Financial Today!
Learn how Kelsey Financial can help your financial goals.
What matters to you, matters to us.
We would love to hear about your goals and how we can help you pursue them.
Call us at (833) 453-5739 or submit our form today to schedule an appointment or to discuss your financial goals.