Socially Responsible Investing

Aligning Your Portfolio With Your Values

As socially responsible investing moves into the mainstream, investors are increasingly looking for strategies that go beyond traditional environmental, social and governance principles. In response, many investors are embracing impact investing, which seeks to produce direct benefits for people and the planet while generating market-rate returns.

Impact investing has a different meaning for each investor.  Working closely with your Lunin-Pack Financial Group Advisor, you will define the outcomes you hope to achieve through the allocation of your investment dollars, and then we design a potfolio that aligns with your values.

Incorporating socially responsible guidelines into your investment plan does not mean 

you give up on your financial goals.  According to Nuveen Investment Management, over the last 10 years, Responsible Investment indexes have had returns comparable to broad market benchmarks without additional risk .

As residents of New York's spectacular Hudson Valley - the birth place of the modern environmental movement - and as lovers of the outdoors and parents to children who will one day inherit our world, we take our responsibility for constucting values-driven portfolios very seriously.