Put Your Money Where Your Heart Is

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Put Your Money Where Your Heart Is

[FREE REPORT] Socially Responsible Investing

You can build an investment portfolio that aligns with your personal values as well as with your asset allocation, risk tolerance, and time horizon. But before you put your money where your heart is, you’ll need to learn more about the socially responsible investing options that are available to you.

Why You Need This Free Report

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Confidence

Be confident in your financial decision making.

Brain

Knowledge

Understand the different approaches to socially responsible investing.

Brain

Guidance

Know where to get appropriate advice.

What is 291%?

The percentage of growth in U.S. socially responsible investment assets since 2010.

Source: US SIF Foundation, Report on US Sustainable, Responsible and Impact Investing Trends 2018

What You'll Learn

Available for a limited time only, this free report can help you get answers to these important questions:

  • How do I define “social good” as an investor?
  • What socially responsible investing options are available to me?
  • How can I screen potential investments?
  • How can an advisor help me?
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Claim your free report!

Socially responsible investing could give you the opportunity to invest in what matters to you. View your free report and learn more today!

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Like all investments, socially responsible investments (SRIs) entail risk, could lose money, and may underperform similar investments not constrained by social policies. There is no guarantee that an SRI will achieve its investment objectives. As with many investment strategies, SRIs may limit the total universe of available investments, and investors who want to diversify their portfolios among a variety of sub-asset classes may not find an SRI to fill each sub-asset class. Asset allocation and diversification do not guarantee a profit or protect against investment loss. Different companies offering SRIs may use different definitions of socially responsible investing.

Sponsored By

Tracee A. Adams, President & Founder, Hawthorn Capital, LLC

As a financial advisor with many years of experience in the financial services industry, Tracee is dedicated to your long-term financial success. Working together, you will be able to access financial products, services, and advice backed by the vast resources of Hawthorn Capital, LLC.

She is a Certified Financial Education Instructor through the National Financial Education Council.