Investing

What is a Chartered SRI Counselor?  Your ideals can affect various parts of your life, from your everyday household purchases to your investments. Understanding what a Chartered SRI Counselor is and the power of this accreditation is a step to help you find a financial advice professional that can help turn your investments into a […]

Sustainable Portfolio Management for Charities, Trusts, and Endowments Whether you’re a casual investor, a high net worth individual, a non profit institution, or someone trying to make a difference in the world, sustainable portfolio management for charities, trusts, and endowments is the solution you’re looking for. We all share this planet, so we must all

High Net Worth Investors Are you aligning your holdings with your values to help influence the change you want to see in the world? Egéa SRI offers sustainable portfolio management for HNWIs, charities, and institutions. As a high-net-worth individual, you have the opportunity to use your funds to invest sustainably. Learn how sustainable ESG investments

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

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

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

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