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Social Responsibility Investing

Do good in the world while doing good financially

Let's Connect
Make a Difference with Your Dollars

Socially responsible investing (SRI) is choosing to invest money in companies and funds that have positive social impacts. It can mean different things to different people. Maybe you want to take a company’s environmental, social and governance (ESG) factors into consideration. Perhaps you want to support green technology companies such as those that make wind turbines or solar panels. Or maybe you prefer to avoid investing in certain areas, such as tobacco, fossil fuels or firearms.

Because Leeward Financial Partners creates personalized stock portfolios, we can help you find suitable investments that align your social responsibility requirements with your investment objectives so you can:

  • Make money and feel good about doing it
  • Reward ethical companies that align with your values
  • Put your money where your mouth is on specific issues
  • Help create a sustainable and more prosperous world
  • Avoid contributing to the success of unethical companies
  • Sleep better at night
Principles and Profit Can Go Hand-in-Hand

Socially conscious investing is not a specific asset class. It’s a philosophical approach to investing across your portfolio. Leeward Financial Partners can help you find suitable investments.

We believe ethical investing doesn’t mean sacrificing financial returns to have a positive impact on society. You can use the power of capital for the greater good and make a difference while still earning solid returns.

To help you invest in companies or other investible opportunities that align with the causes you care about, we’ll have a candid conversation to:

  • Identify your objectives
  • Clarify your expectations
  • Discuss any possible trade-offs when you invest for impact
  • Develop a cohesive strategy that can guide us going forward

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Leeward Financial Partners, LLC is a registered investment adviser with the Securities and Exchange Commission. The Adviser may not transact business in sales where it is not appropriately registered or exempt from registration.

Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.

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We welcome the opportunity to discuss your investment objectives and our wealth management services. Contact us for a complimentary, no-obligation consultation.
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