Impact Financial Planners (a project of AIO Financial) provides:

  • information about Sustainable, Responsible, Impact Investing (SRI) through its blog
  • SRI asset management through separately managed accounts
  • Fee-only fiduciary comprehensive financial planning

Set up a free upfront meeting with Bill Holliday, CFP.

Sustainable, Responsible, Impact Investing (SRI) is an investment strategy seeking to maximize both financial return and social good. AIO Financial has extensive experience in SRI, also known as socially conscious, sustainable, and ethical investing.

The three components of SRI: screening, shareholder advocacy, and community investing

  • Screening – using positive and negative filters to select investments (avoid or include investments). Positive and/or negative screening can be accomplished using:
  • Shareholder Advocacy – shareholding involvement (as an individual, through a mutual fund, or foundation). Voting proxies for shareholder resolutions or choosing mutual funds that vote in line with your values.
  • Community Investing – providing money for people who otherwise would not have access to help close the wealth disparity. This can be as simple as using a credit union that is member owned instead of a shareholder owned bank that is driven by profit.

Socially Responsible Investing

Sustainable, Responsible, Impact Investing

Sustainable Investing

Ethical Investing

Double Bottom Line Investing

Impact Investing

Green Investing

We offer fee only fiduciary comprehensive financial planning services. We use socially responsible investments in the form of Separately Managed Accounts (SMA) and SRI mutual funds. In addition, we work with clients on:

  • Asset Review and Management
  • Retirement-Spending Planning
  • Tax Planning
  • Insurance Review
  • Estate Planning

We are compensated only by our clients (no commissions, no product sales) on an assets under management basis.  We mostly work with our clients virtually, using: email, zoom (gotomeeting conferencing program) where we can share screens, and dropbox and google docs to share files.

Please set up a free upfront meeting to discuss your financial situation and our services: Free Meeting

Motivation For Sustainable, Impact Investing

  • Avoid Undesired Companies
  • Tool to make change (in addition to politics)
  • Address a specific issue

Examples of Core Issues

climate change

Corporate Political Spending

Military and Weapons Production

Board Diversity

Global Labor Standards

Animal Welfare