Socially Responsible Investing
What is SRI?
Hallett Advisors is proud to offer the purest form of Socially Responsible Investing (SRI) through our partnership with OpenInvest. You can align your investment portfolio with your personal values without making compromises. From investing in companies with women in leadership positions to divesting from the prison-industrial complex to promoting environmental conservation, values-based investing allows your investments to make an impact on the things you care about most.
What is OpenInvest?
OpenInvest is a financial services company built specifically to promote and enhance SRI. We work in conjunction with them to build a unique investment portfolio created just for you. With OpenInvest, we're able to create a portfolio customized for the values you care about most without sacrificing your financial future. Choose among a wide array of values and financial specifications such as your market index, tracking error, and tax optimization to create a portfolio tailored to your situation.
Choose Your Values
Ready to build a values-based, SRI portfolio? Here are the possibilities:
Hallett Advisors is proud to offer the purest form of Socially Responsible Investing (SRI) through our partnership with OpenInvest. You can align your investment portfolio with your personal values without making compromises. From investing in companies with women in leadership positions to divesting from the prison-industrial complex to promoting environmental conservation, values-based investing allows your investments to make an impact on the things you care about most.
What is OpenInvest?
OpenInvest is a financial services company built specifically to promote and enhance SRI. We work in conjunction with them to build a unique investment portfolio created just for you. With OpenInvest, we're able to create a portfolio customized for the values you care about most without sacrificing your financial future. Choose among a wide array of values and financial specifications such as your market index, tracking error, and tax optimization to create a portfolio tailored to your situation.
Choose Your Values
Ready to build a values-based, SRI portfolio? Here are the possibilities:
Understand Your Impact
Along with your customized investment portfolio, OpenInvest provides you with quarterly impact reports that reflect the tangible impact your investments have on your personal values. From metrics like trees planted or tons of CO2 kept out of the atmosphere to the number of companies with a majority of women leaders, your advisor can provide you with the real-world impact of your portfolio.
The Innovative Solution of Direct Indexing
Direct indexing is an innovative investing solution that allows you to own dozens, hundreds, or even thousands of individual stocks in your investment portfolio. Rather than merely owning a portion of a mutual fund or an ETF, direct indexing allows you to own and manage specific securities. This investing solution makes possible the increased customization necessary to create a portfolio tailored to your values.
Along with your customized investment portfolio, OpenInvest provides you with quarterly impact reports that reflect the tangible impact your investments have on your personal values. From metrics like trees planted or tons of CO2 kept out of the atmosphere to the number of companies with a majority of women leaders, your advisor can provide you with the real-world impact of your portfolio.
The Innovative Solution of Direct Indexing
Direct indexing is an innovative investing solution that allows you to own dozens, hundreds, or even thousands of individual stocks in your investment portfolio. Rather than merely owning a portion of a mutual fund or an ETF, direct indexing allows you to own and manage specific securities. This investing solution makes possible the increased customization necessary to create a portfolio tailored to your values.
Interested in learning more? Take a look at these informative PDFs to see if socially responsible investing with Hallett Advisors and OpenInvest is right for you.
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