Do you offer Socially Conscious Investing and would you recommend it?
Yes. If you are interested in your portfolio to be invested according to socially conscious principles, it isimportant to note that returns on investments of this type may be limited and because of this limitation you may not be able to be as well diversified among various asset classes. The number of publicly traded companies that meet socially conscious investment parameters is also limited, and due to this limitation, there is a probability of similarity or overlap of holdings, especially among socially conscious mutual funds or ETFs. Therefore, there could be a more pronounced positive or negative impact on a socially conscious portfolio, which could be more volatile than a fully diversified portfolio. Expected returns and risk characteristics are no guarantee of actual performance.