SRI Wealth Management Group

As financial consultants, we provide objective guidance throughout the investment process. We create customized investment strategies geared toward each client's unique financial goals and social values. Our investment consulting strategies and services include:

Assistance With Investment Policy Statement Drafting
Customized Qualitative Screening
Asset Allocation Structure
Shareholder Engagement*
Third Party Money Managers Identification
Community Investing
Ongoing Performance Monitoring and Analysis
Clean Technology Investing

* These services may be offered through entities independent of RBC Wealth Management