Your values and financial wellbeing do not have to be mutually exclusive.

At InTrack Investment Management, our first priority is to help you achieve your financial goals and objectives. In order to do this, we start by getting to know you. Along with your goals, we also want to know about your values. This is an important step in our process because we can use our expertise in SRI and ESG to match your investments to your values. 

Once we get to know you, we will be able to identify a variety of investment opportunities. All of our portfolios are custom designed around our clients’ needs and perspectives, down to each individual security. Everyone has a different idea of what it means to have a positive impact on the world through their investments, and that is the beauty of having a portfolio tailored to you specifically.

There is a whole array of issues that you can have an impact on, and our knowledge and experience can guide you through these investment opportunities with ease. Here we have compiled some information on impact and socially responsible investing that interests us. We hope it is a helpful starting point, but feel free to contact our financial advisors at any point to discuss your unique situation. 

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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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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Fast Fashion and the Environment

With concerns about climate change on the rise, investors are beginning to address environmental challenges through their investment decisions. Investing does not have to be about profiting at any cost. It’s becoming more and more common for people to ensure that a company’s values align with their own before they invest. 

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Climate Investors Seeing Green

Now is not the time to celebrate the profits made by investing in electric cars, rooftop solar, wind turbines and plant-based burgers. The first wave of green energy investment will continue, but it is critical for it to be followed by the next wave of ingenuity and progress because there are still some kinks to work out.

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Why Invest in a Women Owned Business

If gender diversity and equality in the workplace is something that matters to you, you can most certainly find companies to invest in that align with these values. There are even venture capital funds specifically designed to support women entrepreneurs. In addition to aligning your investments with your values, investing in startups that are more diverse than the average company is likely to result in strong ROI.

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Renewable Energy Storage

According to the Solar Energy Industries Association, the solar market in the United States is expected to double in size by 2023, becoming a $4.5 billion market by that time. The more renewable energy (such as solar power) becomes commonplace, the more we’re learning about where improvements can be made that will help this growth to continue. For example, solar energy storage.

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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?