Financial Connections Group, Inc. | Responsible Investing, Socially Conscious Practices

If you want to align your investments with your values, we help you
evaluate your options.
It's probably safe to say that, like many people, you want to have a positive impact on the world around you. You contribute to charities. You donate your time. Some of you want to support socially conscious companies by investing in them. That's why the portfolio design options offered by Financial Connections include mutual funds classified as Socially Conscious Investing (SCI) or Socially Responsible Investing (SRI).

SCI is in the eye of the beholder. SCI means different things to different people. Some don't want mutual funds to invest in companies that make and sell cigarettes, alcohol, or firearms. Others want their funds to invest in companies that engage in ethical business and employment practices. The SCI funds that we recommend meet at least some of the following criteria:

• Pro-choice
• Non-discriminatory based on gender, race, lifestyle
• Environmentally responsible
• Support community involvement
• Promote product safety
• Promote positive employee and workplace policies
• Against firearms manufacturing

We also evaluate these funds by analyzing such factors as style of investing, approach to buying and selling company stocks, performance against peer funds, volatility, expenses, and tax efficiency.

SCI investing presents both risk and opportunity. Most SCI funds that meet our standards are growth-oriented. As a result, an all-SCI portfolio isn't for everyone, such as investors who seek lower volatility. If you are interested in considering SCI investing in your portfolio, we would be happy to meet with you to discuss the issues, risks, and potential opportunities.

Listen to a pod cast
Jill Hollander discusses the financial rights of non-traditional couples

Financial Connections in the Media
Domesic Partners
Corporate Responsibility

Together But Separate

In this article from Investment Advisor, Jill Hollander and Dana Levit write about the legal protections for non traditional couples

"In its most unromantic sense, a legal marriage is the creation of an economic unit, and there are over 1,100 federal rights and responsibilities that support that unit’s survival... almost half of the adult U.S population is unmarried, and this number is expected to grow significantly as the population ages."

Download the PDF: Together But Separate

Financial Connections Group, Inc. is an SEC-registered investment adviser located in Corte Madera and Berkeley, California. This web site should not be construed as a solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment or tax advice for compensation, over the Internet. Please Read Important Disclosure Information.

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