Socially Responsible Investing

Many people who are interested in growing their assets in the marketplace but are concerned about putting their money into companies that don't have their moral or ethical values concerning. Over the course of the past decade (longer for some), the industry has started to respond to these investor's concerns. At Stockton Financial we have always kept the individual concerns of our clients at the top of our priorities. We are not a one size fits all financial planning company. As a result we have relied on many different professional tools to anazlye the Socially Responsible Investing (SRI) many of our clients maintain.

Many people do not realize that Dow Jones established and has maintained an index to help advisors. http://www.sustainability-indexes.com/default.html . At Stockton Financial this is a tool that is used frequently to assess both individual stock investors', as well as mutual fund investors' portfolios. Another great tool for individual investors is a site devoted to SRI's. http://www.socialfunds.com/ From looking at community lenders who work specifically to provide loans to underserved communities and avoid predatory lenders to providing direction on investing with money managers who focus on environmental, social, and corporate governance issues, this site has many tools to help us analyze our investment advice to meet our clients individual needs.

We hope these tools help YOU in your quest for a investment strategy that meets your ethical concerns. If you need help in your own portfolio, please do not hesitate to contact us.

Mary L. Stockton, owner
Stockton Financial and Insurance Services
858-623-8945

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