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Are you concerned about how your investment choices impact the world? If so, you may be interested in having Socially Responsible Investing (SRI) woven into your investment strategy. SRI maintains the portfolio's long-term growth and/or capital preservation strategy while emphasizing social and environmental issues that are important to each client.

Custom SRI portfolios

Woven Prosperity® creates custom SRI portfolios based on your preferred area of focus:

Learn more about SRI

Woven Prosperity® is dedicated to furthering awareness of SRI:

If you are interested in SRI

Woven Prosperity® specializes in building SRI portfolios for clients who request it. If you would like to learn more, Woven Prosperity® offers a free initial consultation to discuss SRI and whether it is a fit for you.