Socially Responsible Investing
Socially responsible investing seeks to make a positive impact in our world while maintaining a diversified approach to reach your financial goals. Click on the link below to go to Berger Financial Group.
The portfolio seeks to make a positive impact on the world by investing in companies that focus on sustainable living, social advancement, and the environment, while striving to achieve long-term results.
A diversified portfolio of exchange-traded funds focusing on socially responsible investing. The portfolio is monitored by our Berger Financial Group investment committee as they always look for additional opportunities to make a positive impact on the world.
Disclosure: There is no guarantee that any investment strategy will achieve its objectives, generate profits, or avoid losses.
Your Investment Impact
List of Funds in SRI Portfolio
|TIAA-CREF Social Choice Bond||TSBRX||Strategic allocation to bonds with direct and measurable impact on affordable housing, community development, renewable energy and natural resources.|
|iShares ESG 1-5 Year Corp Bond||SUSB||The fund invests in corporate bonds issued by companies that have positive environmental, social and governance characteristics.|
|Nuveen ESG High Yield Corp Bond||NUHY||The fund invests in high yield corporate bonds that satisfy certain environmental, social and governance criteria.|
|RBC Impact Bond Fund||RIBIX||Disciplined fixed income investing designed to deliver both financial and social return, combining an established fixed income strategy with measurable positive social outcomes.|
|Hartford Global Impact||HGXAX||A fund that invests in companies whose core business addresses the world’s major social and environmental challenges.|
|TIAA-CREF Social Choice Int’l Equity||TSORX||A foreign equity fund giving special consideration to certain environmental, social and governance criteria. The fund’s evaluation process favors companies with leadership in ESG performance relative to peers.|
|Calvert Emerging Markets||CVMAX||An emerging markets fund seeking companies whose products/services or business practices contribute toward addressing sustainability challenges in their local or international markets.|
|Calvert Equity Fund||CSIEX||A US equity fund using the Calvert Principles for Responsible Investment framework in evaluation and as a guide for active engagement efforts with company managements.|
|Parnassus Mid-Cap||PARMX||A US mid-cap fund investing in companies with long term competitive advantages and positive performance on ESG criteria.|
Important Information and Disclosures
There is no guarantee that this strategy will achieve its investment goal. An investment in the strategy is subject to risk, including the possible loss of the principal amount invested. The strategy is subject to the risk of a decline in the value of its underlying stocks. Other risks include those associated with asset class, concentration, currency, financial sector, leveraging, liquidity, management, market, market trading and non-diversification risk.
The model advertised herein is not designed based on the individual needs of any one specific client or investor. In other words, it is not a customized strategy designed on the specific financial circumstances of the client. However, prior to opening an account using the advertised model, Berger Financial will consult with you to determine if your financial objectives are appropriate for investing in the model. You are also provided the opportunity to place reasonable restrictions on the securities held in your account.
This strategy may not be suitable for all investors. A full list of current holdings will be provided upon request.
Strategy offered by Berger Financial Group, an SEC registered investment adviser. For additional information regarding our services and fees, please refer to the Firm’s Form ADV 2A on file with the SEC, https://adviserinfo.sec.gov/firm/summary/308174. You may also contact us directly at 763-746-2666 or visit our website at www.bergerfinancialgroup.com. Lorri Allison Craig is an Investment Advisor Representative registered with Berger Financial Group, Inc. Berger Financial Group and Wake the Warrior Woman are not affiliated.