Socially Responsible

Investing that offers you a Share of a Better World

We use the label “socially responsible investing” interchangeably with “sustainable investing.” These investments enable us to use our money in ways to support our financial goals and build local economies, promote environmental solutions, honor human rights, and reduce global poverty.

The mutual funds we recommend deliver strong long-term financial returns because they make smart investments. These investment managers integrate rigorous financial analysis with thorough analysis of environmental, social and governance (ESG) issues so that they have a better understanding of what they own, and consequently are better positioned to provide long term financial returns.

They invest in companies with these underlying characteristics:

  1. Well run companies

  2. Forward-looking management who recognizes that “business as usual” isn’t sustainable given the realities of ecological limits

  3. Respect all stakeholders (employees, supply chain, communities, consumers, and shareholders)

  4. Minimize their impact on the environment or specifically provide environmental solutions.

Community investments complement mutual funds on multiple levels. They offer diversity from Wall Street investments. They provide predictable, stable returns. In many instances, it’s easier to see and feel their social impact. At times these investments offer higher returns than the “traditional” alternative, making it a no brainer to move the money. Other community investments fundamentally exist to solve social and environmental problems, and the financial return is secondary. If you want to invest in these, we’ll outline how much is prudent to do so, given your other goals.

The Acclaro team invests in sustainability

We hear the words ‘sustainable’ and ‘sustainability’ almost every day. But what does it mean exactly? Is it about people and culture, our environment, or jobs and money? Is it about cities or the country? Is it about you and me or is it something for other people to worry about? Sustainability is about all of these things and more.

Sustainability could be defined as an ability or capacity of something to be maintained or to sustain itself. It’s about taking what we need to live now, without jeopardising the potential for people in the future to meet their needs.

Acclaro has received the Bay Area Green Business Certification and is currently one of the very few financial planning firms in the Contra Costa County who have passed the extensive certification process.