Investment Opportunities

At InTrack Investment Management, our first priority is to help you achieve your financial goals and objectives. In order to do this, we get to know you. Once we get to know you, we will be able to identify a variety of investment opportunities that could be great fits for you and your specific situation. 

This is because investing is different for every investor. Whether you’re starting to accumulate wealth for the first time, facing a big life change that will affect your finances in a new way, or preparing to retire, you don’t have to figure everything out on your own. All of our portfolios are custom designed and managed specifically for you. 

There is a plethora of opportunities to choose from, but our knowledge and experience can guide you through them with ease. Here, we have complied some information on investing that interests us. We hope it is a helpful starting point, but don’t forget, our financial advisors’ minds are ready to be picked for more information on your individual situation!

What is SRI?

Socially responsible investing (SRI) seeks both financial gain and social good.

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How to Impact Your World with Your Investments

Impact investing refers to the act of investing in companies and organizations that have, or are attempting to have, a positive impact on the world.

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What is ESG?

The E stands for Environmental, the S stands for Social, and the G stands for Governance.

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Solar Power Flares in Popularity

Renewable energy can be used to generate electricity, heat/cool air and water, and help power various forms of transportation, all in socially responsible ways.

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More About Investment Opportunities and Optimism

Breaking Down ESG

ESG refers to the factors used to measure the sustainability and ethical impact of an investment in a company. These criteria are usually used in sustainable, responsible and impact investing and socially responsible investing (SRI).

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ESG Is Part of Our Fiduciary Duty

The concepts of socially responsible investing (SRI) and impact investing grow in popularity more and more every year. Environmental, social, and governmental (ESG) criteria assist investment managers in finding financial opportunities that their clients can confidently say yes to. Some people argue that ESG investing limits profit, and therefore, goes against a financial advisor’s fiduciary duty. We beg to differ.

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China's Economy and How it Influences Your Investments

It’s hard to ignore China. After all, it is one of the largest countries geographically speaking as well as the most populous. We are here, however, to discuss another big aspect of this country; their ever-growing economy. China is becoming more and more important and influential on a global scale, but let’s look at this from a financial perspective.

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As a Business, Higher Education is Failing

Most of us feel like we need more money. But colleges and universities? They really do need it. If you're one of the many people who feel like you’re up to your eyeballs in student loan debt, then you might be screaming “What more do you want from me!?” after reading that last sentence. The simple fact of the matter is that if schools don’t have money, then they don’t have facilities, faculty, or programs. They cease to exist.

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How We Work

Even though our offices are in Vermont, our clients are wide-ranging. From Burlington to New York and Virginia, they have a lot in common. Many are approaching retirement, a lot are thinking about saving for college, and some are facing new circumstances and opportunities that require planning and guidance.

What they have in common is a desire to make the pieces come together by relying on our expertise and oversight. Does this sound like you?

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