Socially responsible investing (SRI) is a strategy that considers financial returns and the environmental, social and governance (ESG) factors of an investment. It is sometimes simply called ESG investing. There are many options from which to choose. At Balanced Rock, we can help you select how to invest with your values. Furthermore, we can guide you to make an impact in your community via our DIAL-In strategy.
Watch Advisor and Impact Investment Analyst, Hendrix Berry, toss together this example of a socially responsible fruit salad. Bon appetit!