We employ a rigorous investment analysis of both broad economic trends and the value of individual securities. We then evaluate what role each security might play in each client's portfolio. In every case, we endeavor to create a portfolio that will meet the particular financial goals of each distinct client.We work with two classes of assets, stocks and bonds. By pursuing a long-term strategy, we protect our clients' assets, grow their wealth, and invest in accord with their values. We construct Balanced Portfolios, that is, portfolios that contain both asset classes. Thus, every client's portfolio is designed so that the benefits derived from each minimize the drawbacks of the other.
Is screening companies for socially responsible issues so restrictive that there are no good investments? We say no. It depends on how you screen. Through screening, you can invest in companies that are doing good works and that feed money back into the economy in a good way.With that as the starting point there are two different ways to make these investment decisions. One approach, called "positive screening", involves identifying companies engaged in activities beneficial to society. The decision to invest is made on that basis, with much less concern for financial analysis.