In this podcast and video, I interview Rob Thomas of SocialK about his firm and how they work to create employer sponsored investment plans that have many Environmental, Social, Governance screened (ESG) investment options.

Retirement funds are generally focused on long-term growth and opportunity. One approach is not only seeks profits, but also contributes to a sustainable, healthful world for the future. Social(k) offers hundreds of investments using Environmental, Social, and Governance, (ESG investments) which provide competitive returns.

SocialK provides transparent cost structures that allow you to know exactly what you are paying. They will compare their fees with other plans.

Socially Responsible Investing (SRI), or impact investing is an investment strategy which seeks both financial return and environmental, social and governance good to make a positive impact.

401(k) plans held an estimated $5.3 trillion in assets and represented 19 percent of the $27.9 trillion in US retirement assets

North American investment assets $36.1 trillion
Total retirement market assets $25.3 trillion
401(k) plans held an estimated $5.3 trillion
Percentage of households with tax-advantaged retirement savings 61%

Typical 401k ESG offerings

401k fees

You can contact Rob at rthomas@socialk.com

Get a free Socially Responsible Investment Guide

Sri ebook cover portrait 150

Learn about making an impact with your investments without sacrificing returns.

AIO Financial, 520-325-0769

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