Socially Responsible & Impact Investing

Sustainable, Responsible and Impact Investing (SRI), also referred to as Socially Responsible Investing, influences positive change in the world through investment screening, shareholder advocacy and direct impact & community investing.

At Centered Wealth we are dedicated to furthering our expertise in these three applications of SRI. We believe they are key to both building Centered Wealth for our clients and enhancing the common good.

  • Investment Screening is purchasing only those stocks that meet personal ethical requirements. Doing this in concert with other investors impacts corporate behavior worldwide. Screening is based on ethical attributes which include issues such as Environmental stewardship, positive Social practices and corporate Governance (ESG)
  • Shareholder advocacy uses the voice of stockholder ownership within a company to affect specific corporate policy. Through our relationship with Vanderbilt Financial Group we participate in both specific and global shareholder advocacy movements on behalf of our clients.
  • Direct Impact & Community Investing directs capital to companies demonstrating cost effective and innovative solutions in the sustainability sector. We do this through educating clients on the appropriate investment vehicles to reconnect individual investors with their communities.


Schedule a complimentary 30 minute consultation with one of our Financial Advisors