Bruce is talking more and more with clients who want their money to be invested in companies and funds that are focused on making a positive change.
“My clients are choosing to invest with a purpose,” Bruce said when explaining the growing wave of socially responsible investing. “I am grateful to help my clients connect with like-minded investments and unleash the power of capital for good.”
Bruce works with clients to help them align their investments with their personal values. Bruce researches investments to see where they stand on various issues. There is an increasing amount of evidence that clients may align their financial investments with their personal values and not suffer reduced performance.