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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.

Diagram demonstrating how SRI integrates your investment strategy with issues that are important to you

Custom SRI portfolios

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

Balanced Impact SRI
Fossil Fuel Free
Women's Empowerment

Learn more about SRI

Woven Prosperity® is dedicated to furthering awareness of SRI:

What is SRI?
Why choose SRI?
SRI as a growing movement


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.

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Woven Prosperity® is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.