Sustainable Investing Are you investing in a socially responsible manner? Invest sustainably and make a difference with Egéa SRI. Socially responsible investing is the exclusive focus of Egéa SRI. Our Chartered SRI Counselors will help you invest your Roth IRA, Traditional IRA, or Investment Account in a socially responsible manner. We create and manage Sustainable […]
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Socially Responsible InvestingSocially responsible investing is thought to have started with the Religious Society of Friends (Quakers) in 1758 when the Quaker Philadelphia Yearly Meeting prohibited members from participating in buying or selling humans as part of the slave trade. One of the early adopters was Methodist founder John Wesley, whose sermon “The Use of
ESG, SRI, Sustainable, and Green Investing: What’s the Difference? Read More »
Whether you are just starting in the investing world, or a seasoned investor looking to secure a firm to better represent your funds, value-based investing is something you should be considering quite seriously. Sure, you want to make a profit. But in today’s social climate, there is an abundance of reasons to consider what your
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No matter your age, having a 401(k) is crucial to preparing for your future. But did you know that by understanding how to make your 401(k) sustainable, you can also help prepare us all for a better and brighter future? Sustainable investing can help guide corporate leaders to become more responsible within their companies and
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What is a Sustainable Roth IRA? Finding a sustainable Roth IRA is an investment strategy that seeks to maximize financial return while simultaneously advancing an idea, belief or cause that is important to the individual investor, through the use of ESG. ESG stands for Environmental, Social and is the criteria that is used to screen
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