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Socially Responsible Investing 

Where investing and personal
values can align

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SRI is an investment strategy that not only considers traditional measures of risk and return, but incorporates environmental, social and corporate (ESG) factors into Portfolio Construction.
 

Legacy Wealth Partners engage with our clients that want to allocate monies to certain companies and sectors while avoiding others.
 

Our Firm has created a suite of SRI options, tailored to fit our client’s desired SRI pursuits. Often with SRI, it is not an all SRI or nothing approach, we can infuse specific SRI focused investments that align with our client’s interests in components of our client’s overall portfolio strategy.

Investments are subject to risk, including the loss of principal. Environmental, social, and governance (ESG) criteria are a set of non-financial principles and standards used to evaluate potential investments. The incorporation of ESG principles provides a qualitative assessment that can factor heavily into the security selection process. The investment’s socially responsible focus may limit the investment options available to the investor. Past performance is no guarantee of future results.