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SOCIALLY RESPONSIBLE INVESTING

OBJECTIVE:
To develop a set of investment objectives that contains avoidance techniques to eliminate from the investor’s portfolio those companies whose behavior the investor considers reprehensible.

Congress Asset Management offers socially responsible portfolio management on behalf of individual and institutional clients including foundations, religious organizations, unions, public interest groups, and municipalities. Since all accounts are individually managed, we are able to accommodate a wide range of socially responsible objectives by individually tailoring accounts around specific areas of concern to the client.

For more info please contact:
Dorene Anderson
Direct line: 617-428-4365
Email: danderson@congressasset.com