When people think of types of investments, they might only think about classes of stocks, bonds and mutual funds, but in recent years there has been a shift to consider the philosophy of the company issuing the shares, not just the numbers. The concept of “Ethical Mutual Funds”, which first came to mainstream prominence in the 1980’s, has expanded, and today there is ESG (Environmental, Social, and Corporate Governance) investing, which evaluates the extent to which a corporation works towards social goals instead of just seeking to maximize profits on behalf of the corporation’s shareholders.
Currently, we do not offer a solution that is in line with the principles of ESG investing. However, since each portfolio we manage is customized to a client’s circumstances, we can easily exclude any sector, company, or security you wish. We would be happy to discuss tailoring your holdings accordingly.
The information on this web site is provided by Evans Investment Counsel to help individuals, families and business owners understand what we do to protect and grow their invested assets. We attempt to keep information on this web site accurate and current.
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