Our commitment to philanthropy dates back to our origins, so we admire and respect clients who are concerned with socially responsible investing. Using social values as an investment strategy, however, merits discussion.
While we will always honor, to the best of our abilities, your particular preferences and passions, it would be remiss of us to not draw attention to the growth restrictions these limits can impose. Your portfolio can be left dangerously under-diversified and absent of some of the most favorable investment opportunities, compromising returns.
Perhaps this compromise is worth it to you. Let’s work it out together and make an informed decision.