Skip to main content

Saratoga Financial Services

  •  Tel: 518-584-2555
  •  Fax: 518-584-3762

Saratoga Financial Services

  • Home
  • About Us
    • Our Team
    • Our Process
    • Why Choose Us
    • Our Community
  • Our Services
    • Retirement Planning
    • Investment Management
    • Business Retirement Plans
  • Learning Center 
    • Blog
    • Articles of Interest
    • Calculator Library
    • Market Insight
    • COVID-19 Updates & Resources
  • Riskalyze
  • Contact Us
  • 2023 Shred Event

Let us help you build a confident retirement.

Let us help you build a confident retirement.

Let us help you build a confident retirement.

Let us help you build a confident retirement.

Let us help you build a confident retirement.

Let us help you build a confident retirement.

  Previous   Next

    You are here

  1. Home
  2. Sustainable Investing

Sustainable Investing

Align your investments with your values.

Sustainable Investing, also known as “ESG Investing” is the deliberate practice of incorporating environmental, social and governance factor analysis into traditional financial analysis. While the idea of sustainable investing is not new, it is becoming more and more popular. Investors commonly relate the term to socially responsible investing, which is a similar investment strategy used in the past to exclude companies and industries on a basis of moral values (ex: alcohol consumption, gambling, etc.). Sustainable investing has further evolved socially responsible investing to put a greater emphasis on what companies to include, rather than exclude from a portfolio, giving rise to a range of complementary approaches that follow specific standards to be used to implement sustainable investment strategies. 

At Saratoga Financial Services, we support our clients that have a strong desire to align their investments with their values, and work together to understand their core beliefs and goals to better create a portfolio with meaning. 

If you are interested in learning more about sustainable investing and how you can incorporate the practice in your portfolio, please don’t hesitate to contact us.  

 

 

The return on ESG Investing may be lower than if the adviser made decisions based solely on investment considerations.

Blog

Sign Up for Our Monthly Newsletter

18 Division St, Suite 305
Saratoga Springs, New York
12866 United States

  •  Tel: 518-584-2555
  •  Fax: 518-584-3762
  •  Robert.Schermerhorn@lpl.com
  •  
  •  

Proud Member of:

   

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.

Please review Important Disclosure Information set forth in the last section of this web site. Due to various state and federal regulations and registration requirements concerning the dissemination of information relating to investment products and services, we are currently required to limit access of this web site to individuals residing in states where we are currently registered.

We are currently registered to conduct business in the following states:  Arizona, California, Colorado, Connecticut, DC, Florida, Idaho, Illinois, Iowa, Maine, Maryland, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Utah, Vermont, Virginia, Washington and Wisconsin.

© 2023 Saratoga Financial Services. All rights reserved.

Website Design For Financial Services Professionals