At Simmons Investment Advisors, we believe you shouldn’t have to choose between your values and your investments. Our team listens to your needs and goals and helps integrate sustainable and responsible investment strategies into your customized portfolio whenever possible. We strive to maximize your money’s impact in the world around you without compromising your long-term personal financial goals. This investment approach strongly aligns with our team’s core values of building a sustainable future for the communities in which we serve. By integrating sustainable and responsible investment strategies into our clients’ portfolios, our team can help you achieve financial security while also making a positive impact.
WHAT IS SRI?
Sustainable and responsible investing uses environmental, social, and corporate governance (ESG) factors to generate competitive financial returns and positive social impact.
SRI involves choosing investments based on specific guidelines. There are several aspects of SRI to consider when investing:
Environmental, Social, and Governance (ESG) refers to the environmental, social, and governance practices of an investment that may have a material impact on the performance of that investment.
Impact Investing is an investment strategy that aims to generate specific beneficial effects in addition to financial gains. The goal of impact investing is to use capital for positive social results.
OUR APPROACH TO SUSTAINABLE AND RESPONSIBLE INVESTING
At Simmons Investment Advisors we approach SRI by first sitting down with you to discuss where your values lie. What is important to you? What core beliefs drive you in your daily life? How do you want to impact the world? Based on these conversations, we help you create both inclusive and exclusive criteria to support the selection of investments that align with your beliefs.
Simmons Investment Advisors is a member of The Forum for Sustainable and Responsible Investment (US SIF), whose mission is to rapidly shift investment practices toward sustainability. Managing Director and Partner, Michael Simmons has achieved the Chartered SRI Counselor™ (CSRIC®) designation.