SOCIALLY RESPONSIBLE INVESTING THE WORLD AS WE WANT IT TO BE

As markets evolve and investors consider goals beyond financial growth when building their portfolios, sustainable investing is gaining considerable ground on more conventional and philanthropic approaches. More than $9 Trillion U.S. dollars have been committed to this values-driven investment approach.¹

Through sustainable investing, not only do investors aim to make a positive impact on society and the environment, they can potentially improve their portfolios risk & return characteristics by factoring environmental, social and governance (ESG) criteria into their investment decisions.

We offer several platforms to satisfy ESG focused investors, whether at a beginning or sophisticated interest level.

Services Include

• Brokered mutual funds and exchange traded funds "ETFs"
• Managed mutual funds selected either by Raymond James Asset Management Services or by the advisors at Penn Lee Partners acting as your fiduciary advisor
• Managed individual stocks, suitable for high net worth investors

¹ Source—US SIF : The Forum for Sustainable and Responsible Investment