This is an equity only portfolio. Equity only portfolios are considered aggressive and are not suitable for all investors. Adding more conservative components (such as fixed income) to create a balanced portfolio will often lower total returns. As always, contact your financial professional prior to making any investing decisions.
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.
Sustainable or values-based investing spans a variety of approaches, but broadly refers to selecting investments that align with an individual’s personal ethical standards, either deliberately avoiding or embracing specific companies and industry sectors.
Socially Responsible Investing, or SRI, typically screens out investments that conflict with the investor’s priorities, such as alcohol, tobacco, firearms and gambling stocks. Fossil fuels may be excluded as well. Screening may focus instead on including stocks of companies whose agendas the investor does support, such as clean or alternative energy companies, or those addressing specific social issues.
ESG investing refers to environment, social and [corporate] governance. ESG evaluations focus on management practices and the degree to which they support sustainability and community involvement. Again, investments are made in companies that are making an active effort to limit negative social impact and with the goal of creating a positive change in the world.
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.
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.
We favor companies that have adopted accepted sustainability reporting frameworks and maintain governance that is attuned to all stakeholders. We look to invest in companies that direct attention toward actions that support healthcare and life-saving products, or efficient power solutions from alternative energy.
To learn more about our Growth & Income Equity Strategy, click here: