ALIGNING YOUR VALUES AND INVESTMENTS
S.E.E.D. Planning Group, LLC is proud to announce they are offering a Socially Responsible Investment (SRI) Portfolio to their clients and community. S.E.E.D.’s socially responsible investment portfolio allows individuals to match their values to their investment portfolio. The selection process involves screening investments based on Environmental, Social, and Governance (ESG) factors.
This includes how the company’s operations impact the environment, the effect the company has on its employees and their surrounding community, and how the company is managed.
The ESG screening process channels investments toward companies who are making strides to have a positive impact while also discouraging investment in companies whose operations are harmful at any or all levels of ESG factors.
If you would like more information on this portfolio or to schedule a no-cost, no-obligation meeting with one of S.E.E.D’s planners, please call 607-217-5091. Experience the difference. Experience S.E.E.D.
S.E.E.D. is a locally-owned, fee-only financial planning and investment fiduciary with a duty to put their client’s needs first.
What would S.E.E.D. charge to manage my investments? Visit www.seedpg.com/investment-program
S.E.E.D. Planning Group LLC (S.E.E.D.) is a Registered Investment Advisor (RIA) with the Securities Exchange Commission. S.E.E.D.’s team provides investment fiduciary and financial planning services to clients. Our fees are disclosed, easy to understand, and not predicated on product sales.