Sustainable, Responsible, Impact Investing (SRI)SRI is an investment strategy seeking to maximize both financial return and social good. AIO Financial has extensive experience in SRI, also known as environmental, social, governance (ESG); socially conscious; sustainable; ethical and impact investing. You can use ESG factors in your investment decisions without sacrificing return on your investments. Core IssuesStrategies
There are a wide range of issues that socially responsible investors can address
climate change (fossil fuel free investing)
labor practices (supply chain labor conditions)
corporate political contributions
avoiding weapon manufacturers
There are many SRI investment options to meet your goals. Our clients invest in SRI mutual funds, SRI exchange traded funds, separately managed accounts and individual stocks.
There are three primary strategies utilized by SRI
Learn More about SRI
Watch our SRI Overview Video
AIO Financial is a member of the First Affirmative financial network which gives us access to their conferences, share holder advocacy initiatives and research and a network of SRI financial professional and resources.