Broker Check

Socially Responsible Investment

At Harmony Financial Strategies® one of our top priorities is to develop an investment strategy that reflects each individual client’s values and priorities. We understand the emotional conflicts that may occur when you’re invested in a product that does not match your ethical values.

Socially responsible investing is a growing practice and investors are becoming more socially conscious regarding their investments. An investment is considered socially responsible because of the nature of the business the company conducts. Socially responsible investments are generally characterize by avoiding investments in companies that produce or sell addictive substances and investments that seek to engage in environmental sustainability and alternative energy and clean technology efforts.

Socially responsible investing may also include investments in LGBTQ friendly companies and organizations.

Contact us for more information on socially responsible investing.


* The return on social/moral/faith based investing may be lower than if the adviser made decisions based solely on investment considerations.