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CFG Impact- Investing for a better future.

CFG Impact- Investing for a better future.

August 14, 2020

When I first started in the investment business there were only a few fund managers that really offered a true Socially Responsible Investment platform. Over the last dozen years or so I noticed the concept go from a specialized niche market to more mainstream. Now with social and environmental issues in the forefront, Socially Responsible Investing or now commonly referred to as ESG funds have become increasingly ubiquitous.

I admit that it is nice to see this style come of age. The big problem that I see is that many fund companies have rushed to the market to satisfy demand and to show that they too “care” about the world. The reality is that not all funds are created equally. Now investors have an overwhelming number of options with multiple screening criteria and with funds that have unvetted performance and risks.

Because this is something I am passionate about, I am excited to announce my firm’s program CFG Impact. We take Socially Responsible Investing to the next level by helping you filter through the now crowded space and invest with conviction while not ignoring the fundamentals of diversification, risk analysis and performance. We teach you how to invest with both your heart and your head.

We are offering this program to current and new clients. If you would like to learn more about CFG Impact and how to incorporate socially responsible investments properly into your financial plan, please feel free to reach out to us. You can also visit our webpage CFG Impact to learn more about our process.