About Us

Hugh J. Kelley, President

Hugh J. Kelley graduated from the University of Virginia, where he was an Echols Scholar, in 1972. After receiving his M.B.A. at Emory University in 1979, he joined the investment management firm of Allen and Associates. Hugh served as a portfolio manager and became a Partner in the firm in 1982. After the firm was sold in 1985, he became a shareholder in United Asset Management and Director of Research at a subsidiary, Wall, Patterson, Hamilton and Allen. In 1986, Hugh founded and became President of the Social Responsibility Investment Group, a position he holds today.

In addition to managing his own firm, Hugh has been involved in several non-profit groups that promote the values of social investing. He joined the Board of the Social Investment Forum, the national trade association of social investment professionals. Later, he served on the Executive Committee of the Forum. He also was a founder of the Coalition for Environmentally Responsible Economies, the creator of the CERES Principles.

He appeared as a special guest on Wall Street Week with Louis Rukeyser.

Today, his affiliations include the Interfaith Center on Corporate Responsibility, the Resource Center for Religious Institutes and the Tricycle Foundation. He is also a member of numerous environmental organizations.
1. Balanced composite returns are asset-weighted, time-weighted returns for all portfolios of at least $1,000,000 in value of clients who have been clients for at least one full calendar quarter, except portfolios affected by a material margin debt position. 2. All returns represent Total Return including the reinvestment of dividends and interest. 3. Net performance is net of transaction costs and net of advisory fees. 4. Returns of Indices are extracted from 2010 Ibbotson Stocks, Bonds, Bills and Inflation (SBBI) Classic Yearbook (Morningstar Inc., Chicago, Illinois). 5. Past performance is not to be construed as a guarantee of future performance.

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