Now it’s Proven: You Don’t Have to Give Up Performance to Invest with Your Values.

The concept of Socially Responsible Investing is as old as the Quakers, who in the 1770’s refused to invest in companies that produced weapons, liquor, sold or used slaves, or employed child labor.  In modern times, the investment boycott against Dow Chemical (Agent Orange) during the Vietnam War, South African apartheid divestment, and most recently the fossil fuel divestment movement are prime examples of how investors can use their investment choices as a force for social change — both by shunning offending companies and by directing money towards positive sectors, such as clean energy, organic food, and community investing.

Overcoming the Myth of SRI Underperformance.

Over the years a myth arose that socially responsible investing didn’t perform as well as conventional investing. Recent studies have now proven otherwise* — showing that socially-screened investments which avoid objectionable industries such as tobacco, weapons, oil, nuclear power, GMOs and alcohol can still be competitive.

How is that possible?  Two common sense reasons:

• Irresponsible businesses/toxic materials can have greater expenses/risks due to regulatory violations, litigation, accidents, fines, boycotts, and strikes.
• Social responsibility is a reflection of overall management intelligence, which tends to be exhibited in other areas of a company: innovation, workplace, environment, employee relations, risk management, etc.

Just like the huge growth of organic food, SRI is now the fastest-growing sector of the global investment industry.

We Specialize only in Socially Responsible Investing.

Unlike advisory firms who dabble in SRI as a sideline — and others who are only now getting into it because it’s growing — we have concentrated our careers on socially responsible investing and have access to professional market resources/research, industry news, advance information on new product offerings, proven SRI portfolio strategies, and more. And like you, we walk the talk — we live clean energy, whole food, alternative lifestyles.

• * “SRI Basics” — USSIF.org
• https://www.msci.com/documents/10199/255599/msci-kld-400-social-index.pdf
• https://portfolioslab.com/tools/stock-comparison/DSI/VOO
• https://link.springer.com/article/10.1007/s10690-024-09489-0?fromPaywallRec=true
• https://www.cgaa.org/article/msci-kld-400-social-index
• https://www.statista.com/topics/7463/esg-and-impact-investing/#editorsPicks
• https://www.financialcontent.com/article/marketminute-2025-11-14-the-green-revolution-
  how-sustainable-and-esg-investing-is-reshaping-the-stock-market
• https://www.ussif.org/research/trends-reports/us-sustainable-investing-trends-2025-2026-
  executive-summary
• https://www.grandviewresearch.com/industry-analysis/impact-investing-market-report
• https://www.mckinsey.com/capabilities/strategy-and-corporate-finance/our-insights/the-
  triple-play-growth-profit-and-sustainability