SFE Investment Counsel Inc.
SFE provides professional services with a personal touch, striving to maximize client returns by adhering to a straight-forward and consistent approach to investing. Founded in 1977, from the start SFE has been delivering sound investment management advice to generations of clients. As a fee-based fiduciary, we make a firm commitment that in all circumstances, your best interest comes first. Each portfolio is customized to your specific needs and goals. Strong relationships and individualized personal attention characterize our approach to serving every client. We are counselors, a phone call away at any time, and always prepared to answer your questions on any financial topic. As our client, our entire team—advisors, analysts, and support staff—works together to guide you and help you achieve meaningful results at every stage of your financial life.
What is Sustainable Investing?
Sustainable investing keeps the focus on environmental, socially responsible and governance topics with the dual objectives of creating financial gain and providing social impact that serves to make the world a better place. As with other investments, SRI or ESG investments also must be suited to your portfolio; and as an investor, you must be cognizant of your own sensitivity to risk and its interaction with your overall financial goals. The basis for selection involves good corporate citizenship in relation to various topics, such as respect for the environment, fair treatment of employees and suppliers, and promotion of ethical policies.
Regardless of a company’s published statements, you will want to evaluate how well each one follows through on their stated objectives. Working with a knowledgeable, trusted advisor can help ensure that your investments adhere to your ethical standards.
Pathways (SRI) All-Cap Strategy
SFE’s Pathways strategy follows selected sustainability themes. We make use of corporate sustainability reports, industry impact studies, and global sustainability rankings as part of our evaluation.
Positive contributions and impact through actions are the main focus of our strategy and the guiding principle for the companies that we select. Stocks that are chosen as part of this strategy are subject to the same scrutiny and analysis as all other investments and must be approved and included on our proprietary Merit Monitor before being added to the strategy.