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Socially Responsible Investing

Finding Investment Opportunities That Reflect Your Values

We believe investors should be able to purchase investments that reflect what is important to them. Once considered a niche interest, socially responsible investing has truly come into its own as a sound investment strategy. The global investment firm Nuveen reports that 8 in 10 investors want their investments to deliver competitive returns while promoting positive, social and environmental outcomes, and that 76% of investors would prefer a visit to the dentist over investing in a company that pollutes the environment.

The growing interest in responsible investing has resulted in a veritable explosion of funds and products that strive to maximize financial returns while investing in companies that promote positive social, environmental and governance practices. However, for the individual investor, all these options can raise more questions than they answer, among them:

  • What does it mean to be a responsible company?
  • Who rates these companies?
  • Who decides which ones are included and which are not?
  • How does my money get allocated?
  • Can I invest responsibly and still achieve returns in line with the market?

With its deep background in investing, the McLaren team is distinctly qualified to partially or fully allocate portfolios in a way that reflects each client’s values and principles. What’s more, we do this without losing sight of the key factors that contribute to successful investing—factors that include tax efficiency, low cost, and diversification.

Let’s talk.

Contact us today. Tell us how you want your money to work for you. And learn about options that can help you to make wise investments that reflect your values.

Investing involves risk and you may incur a profit or loss regardless of strategy selected.