
Socially Responsible Investing, also called Socially Conscious Investing,
is the process of investing in companies that meet the investor's standards
of ethics and operational habits. Socially conscious investing was little known several years ago. However, this type of investing has gained much popularity over the past several years.
Usually socially conscious investors invest in companies that are environment
friendly and not involved in businesses that are perceived as harmful to the general
population. Examples may include fuel companies, casinos, alcohol and tobacco.
Atlantic
Financial has a firm commitment to charities and social causes. A portion of our
profits from every transaction goes to charitable causes. We encourage clients
to help the greater good with their investment dollars with socially responsible
investments.
How Socially Responsible Investing Helps Everyone
Socially conscious investing can truly help everyone - in more ways than just getting a nice return on investment. When you invest in socially conscious investments you are helping social
causes in two important ways: First, you are assisting socially conscious
companies by investing in them and secondly you are sending a message to other
companies that socially responsible investing pays off.
Financial Rewards of Socially Responsible Investing
Socially Conscious Investing is not all about charity. This type of investing can and should also be
profitable as well. Surprising to many Wall Street watchers, who used to believe
that socially responsible investing was a fad or a foolish proposition, social
funds have done quite well in recent years. As of April 1, 2000 The Calvert
Social Investment Equity Fund had an average three year return of 22.16%,
proving that responsible investing can pay off in more ways than saving the
world.
How You Can Invest Responsibly
There are several ways to invest socially responsibly. Most notably, some
mutual fund companies specialize in socially conscious investing. Several money
management firms also specialize in socially conscious investing. Another way to
invest is to actually buy the stocks of socially conscious companies.
Atlantic Financial can help you find the right socially responsible
investment for your needs.
Corporations and institutional investors can integrate socially responsible
investment strategy into thier overall planning with our
Consulting Services
Individuals with a 401k or IRA who wish to invest socially responsibly can use
Atlantic Financial for thier
IRA Rollovers