Socially Responsible Investing

Wednesday, September 25, 2019 - 6:00 - 7:00 pm

Delta Hotels by Marriott
1117 Williston Road, South Burlington, VT 05403

Jonathan Whitehouse & Scott Hinman, ChFC®, Financial Advisors, CUSO Financial Services, L.P.*; Brad Murphy, CIMA®, Regional Director – New England Morningstar Investment Management
Seats Available

Many investors struggle with two distinct and competing goals. The first is to invest, according to their own level of risk and obtain the highest level of return to help achieve their long-term financial goals. Second, they have a strong desire to support or avoid certain social, economic, or even governmental areas. In the past, it may have been very difficult to really achieve both. In this seminar, we will answer questions by discussing the following:

  • Review Environment, Social and Government (ESG) Investing
  • Discuss why Sustainable Investing is important
  • Dispute the Myths about sustainable investment performance
  • Demonstrate strategies to invest sustainably today

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. New England Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.