Socially Responsible Investing
Have You Ever Wondered. . .
. . . what the world would look like if it were fueled by compassion and care. You create your world dollar by dollar, really, on a daily basis. Now, it’s time to consciously and consistently extend those choices to your purchases and investments. The SHEconomy is powerful. You can use your money to make a statement. You can vote with your dollars, spend, and invest in companies that support your values. Investing for impact seeks to influence your world positively while maintaining a diversified approach to reach your financial goals. Socially responsible investing seeks to make a positive impact while maintaining a diversified approach to reach your financial goals. Click on the link below to connect with a financial advisor from Berger Financial Group to learn more.
Positive Impact
The portfolio seeks to make a positive impact on the world by investing in companies that focus on sustainable living, social advancement, and the environment, while striving to achieve long-term results.
Diversified Portfolio
A diversified portfolio of exchange-traded funds focusing on socially responsible investing. The portfolio is monitored by our Berger Financial Group investment committee as they always look for additional opportunities to make a positive impact on the world.Disclosure: There is no guarantee that any investment strategy will achieve its objectives, generate profits, or avoid losses.
Disclosure: There is no guarantee that any investment strategy will achieve its objectives, generate profits, or avoid losses.
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Your Investment Impact
Sustainable Living
Social Advancement
Environment
Important Information and Disclosures
There is no guarantee that socially responsible investing will achieve your investment goal. An investment in the strategy is subject to risk, including the possible loss of the principal amount invested. The strategy is subject to the risk of a decline in the value of its underlying stocks. Other risks include those associated with asset class, concentration, currency, financial sector, leveraging, liquidity, management, market, market trading, and non-diversification risk. Prior to opening an account, Berger Financial will consult with you to determine if your financial objectives are appropriate for socially responsible investing. You are also provided the opportunity to place reasonable restrictions on the securities held in your account. This strategy may not be suitable for all investors. A full list of current holdings will be provided upon request. Socially Responsible Strategy is offered by Berger Financial Group, an SEC-registered investment adviser. For additional information regarding their services and fees, please refer to the Firm’s Form ADV 2A on file with the SEC,https://adviserinfo.sec.gov/firm/summary/308174. You may also contact them directly at 763-746-2666 or visit their website at www.bergerfinancialgroup.com. Lorri Allison Craig is not affiliated.