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Next class coming up:
November 12 & 19 6:30-8:00 PM 

Sustainable and Responsible Investing: 
For Households and Organizations

Register at:
UW Experimental College 

Course Description:
By applying smart and sustainable investment strategies, some mutual funds and investment managers are seeing solid results. Now your household, foundation, endowment, or other organization can also have these strategies applied and join the growing $2.7 trillion US sustainable and responsible investment movement. We'll look at how ESG criteria can improve portfolios; how community investment notes help economically empower entrepreneurial citizens; and hear success stories of shareholder campaigns that improved corporate social responsibility and competitiveness. 

Download info sheet:
ExperimentalCollegeClass

Individual, household, and institutional investors enjoy our state-of-the-art sustainable and responsible investment services. Since 1986, we have specialized in serving such investors.

Services are expertly coordinated using a seasoned team of specialists including private account and folio money managers, mutual funds, proxy vote services, shareholder advocates, charitable giving account services, pooled community investing management, insurance consultants, tax advisers, and estate planning specialists.

Recent academic and other institutional studies have shown that by integrating sustainability, responsibility, and transparency criteria, prudent investors can gain an advantage in the management of attractive diversified portfolios.

Guiding Principles

• Live and act according to your deeply held values.
• Remember the natural world and learn from it.
• Recognize interconnectedness, interdependence, and social responsibility.
• Support a peaceful fair economy that values and respects all peoples and ecological processes. Support human rights through tolerance, diversity, and community.
• Protect and participate in political and economic democracy.

We each now face the difficult decision between the old easy way out, or the wiser sustainable and responsible path.

Commitment

Financial planning and investing are complex ever-changing subjects. We don't believe anyone can totally master them. However if you wish to take advantage of our experience, resources, and service offerings with an open mind, you and your money can more smoothly navigate the complex and ever-changing economic landscape.

State Registration Notice

Investment regulations including SEC and FINRA registration requirements limit the dissemination of information on investments and services. Therefore, access to this site is limited to individuals residing in states in which Eric A. Smith is FINRA and/or SEC Registered or exempt. Eric A. Smith is a Registered Representative and Investment Advisor Representative of KMS Financial Services, Inc., a FINRA member firm securities licensed in all 50 states. This office through Eric A. Smith, is registered for securities business with residents of: CA, ID, NY, OR, WA. Likewise, fee-based advisory services are available to the residents of: CA, ID, NY, OR, WA.

By proceeding further you acknowledge that you have read the disclosures above and that you are a resident in a state in which Eric A. Smith is registered to conduct business. thanks

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Community Investing Achiever in the Social Investment Forum 1% For Community investment campaign since 2002.

Calvert Foundation Advisor of the Year in 2004.

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