SVA Plumb Financial has included Impact Investing in their mutual fund models for over ten years. Only now has this niche concept gained popularity so SVA Plumb Financial would like to emphasize their commitment to investing with impact. Not only can your investment dollars impact your portfolio, but it can also have an impact that is consistent with your own core values.
Impact Investing, also known as Socially Responsible Investing (SRI), considers environmental, social and corporate governance (ESG) criteria to produce competitive investment returns while also realizing positive societal impact. You can now invest in funds that support the values or causes you want to encourage. SVA Plumb Financial actively works with leading fund managers in the SRI field to create portfolios aligned with our client’s values.
Consider the power of joining forces with like-minded investors who can collectively align their investment choices to create an impact felt around the globe. For more information about Socially Responsible Investing, visit the Investing With Impact page on the SVA Plumb Financial website.
About SVA Plumb Financial, LLC
At SVA Plumb Financial, we believe quality service is the key to maintaining long-term relationships. Our clients enjoy personal access to the investment and trust advisory professionals who oversee their portfolios. Through this close relationship, we recognize the direct responsibility we have for our clients’ assets and wealth planning.
We work closely with our clients to assist them in defining their investment goals and objectives, taking into account not only their goals and obligations, but also their desires to address the needs of future generations.
SVA Plumb Financial, LLC is headquartered in Madison, Wisconsin, employs over 45 staff, and has additional offices in Milwaukee and Appleton, Wisconsin as well as Sioux Falls, South Dakota. Its entities include SVA Plumb Wealth Management, LLC and SVA Plumb Trust Company, LLC. More