Socially responsible investing, also known as “SRI,” is a passion of ours. At BMG Advisors, we seek to “Do Good by Doing Good,” or #DGBDG for short. Simply put, we believe that as we do “good” in our community, good comes our way. That’s why you won’t see a lot of traditional advertising from BMG Advisors. We spend our resources (time and money) on things we believe make our community better for all, believing that our good work will lead to business growth. Which, in turn, leads to more opportunities to do more good. 

To us, that’s what socially responsible investing is all about. As part of our investment advisory services, we have built investment strategies that focus on companies with strong stats in their "corporate social responsibility." Areas such as environmental impact, human rights, and diversity all play into this criteria. To do this, we do our own research to find investments that fit these criteria and give us an opportunity for portfolio growth.

If you’re interested in learning more about seeking to do good by doing good, give us a call or send us an email any time.

Socially Responsible Investing (SRI) / Environmental Social Governance (ESG) investing has certain risks based on the fact that the criteria excludes securities of certain issuers for non-financial reasons and, therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.