Assets + Values = Principled InvestingMoney is energy. Wealth is how you use your values to direct the energy of your assets. The implementation of Principled Investing is known as Socially Responsible Investing. At the Social Responsibility Investment Group, we assist our clients in aligning their personal values with their investment goals through the practice of Balanced Management of Portfolios. Balanced Management involves the appropriate diversification of stocks and bonds. In our experience, Balanced Management leads to gains over time and stability during market declines. So we measure wealth by increasing the value of our clients' assets while making ethical choices.