Investing with Intention

"Someone's sitting in the shade today because someone planted a tree a long time ago"   -Warren Buffett

You have a personal connection to your wealth and are conscious about investing in industries and businesses that work to bring about positive change. At Zalayet, Adler & Suba Private Wealth Management Group, our Socially Responsible Investing strategies integrate environmental, social and governance considerations into our broader analysis of a firm’s corporate ethics, fair labor policies and corporate management structure.

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Aligning Your Portfolio to Your Values

Berit Suba was part of the inaugural class to earn her Chartered SRI CounselorTM (CSRIC™) designation, the first major financial credential dedicated specifically to SRI increasing her capability to work with sustainable, responsible, and impact (SRI) investments. She closely reviews the investment universe for companies taking decisive steps to make a positive ESG impact.

Read More About Our Sustainable Investment Equity Strategy