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Socially Responsible and Values Based Investing

Sustainable, responsible and impact investing (SRI) is an investment discipline that considers environmental, social and corporate governance (ESG) criteria to generate long-term competitive financial returns and positive societal impact. More and more people want to feel connected to their investments and have a desire to align their personal values and intention with their money.

At Gies Associates we are not held to any proprietary investments nor products, allowing us to offer a wide array of solutions to find the right fit for those interested in this alignment. We can positive screen for industries/companies that support a particular belief. We can also negative screen to avoid that same sentiment.