BridgePort Financial Solutions serves as a trusted advisor for investors who wish to incorporate their values into their portfolios. Perhaps you are passionate about fossil fuel divestment, shareholder advocacy, human rights or community involvement. We help progressive investors grow and preserve their wealth while also making the world a better place using Socially Responsible Investing (SRI).
BridgePort screens and monitors SRI investments for clients seeking a portfolio that provides both financial returns and social returns. These SRI investments may include mutual funds, individual stocks and/or Exchange Traded Funds (ETFs), depending on the client’s portfolio size and objectives. We also research, find and monitor investments that meet various Environmental, Social and Governance (ESG) screens, and add them to a client’s portfolio depending on their investment objectives and ESG priorities.
BridgePort Financial Solutions, LLC is a Registered Investment Adviser with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training. BridgePort provides individual client services only in states in which it is filed or where an exemption or exclusion from such filing exists. All written content is for informational purposes only. Clients should consult their advisor with regard to any questions they may have. Past performance does not guarantee future performance. Independent advice should be sought in all cases.
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