Socially Responsible Investing

Socially responsible investing, also known as sustainable or socially conscious, is any investment strategy which seeks to consider both financial return and social good. Today, more than one out of every nine dollars under professional management in the United States or an estimated $3.74 trillion or more is invested in SRI strategies and the industry has exponentially expanded over the last five years to meet growing investor demand.

Investors are increasingly driven by their personal values and goals. However, just as there is no single approach to SRI, there is no single term to describe it.

Below is a list of socially responsible mutual fund companies we partner with:

Please inquire with a Haven Financial Group Registered Investment Advisor Representative about our SRI strategy if you are seeking to diversify your portfolio into this sector.

Note: Before investing in a mutual fund, carefully consider its investment objectives, risks, fees and expenses which can be found in the prospectus available from the fund. Read the prospectus carefully before investing.