We’ll take the time to thoroughly understand your business model, cash flow, number of employees and goals.
Your Financial Advisor will help you evaluate your alternatives and recommend the plan that’s best for you, your employees and your bottom line.
Putting your plan into action shouldn’t distract you or your employees from running your business. We’ll help you get it off the ground smoothly.
Once your selected plan is in place, we can help you ensure your business is positioned to respond to growth and changing needs.
Why might you want to consider sustainable investing? Sustainable investing gives you the opportunity to allocate your investments toward those that have shown a commitment to solving global challenges such as climate change, social inequality, and unfair business practices. Through sustainable investing, not only can you aim to make a positive impact on society and the environment, you can potentially improve the risk/return characteristics of your portfolios by factoring environmental, social and governance (ESG)2 criteria into your investment decisions. Sustainable investing offers a growing number of options for investors interested in achieving goals beyond financial growth when building their portfolios.
Companies that ignore their social and environmental impacts may face regulatory and governance risks.
Aim for a positive impact or avoid ties to questionable activities.
Companies with a negative reputation or poor business practices may not be sustainable.
Align with your values
You may feel more comfortable investing in companies with business practices that align with your values.
* Banking/Lending services not provided through Raymond James.
1While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.
2This investment strategy may result in investment returns that may be lower or higher than if decisions were made solely on investment considerations.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. OnPoint Community Credit Union and OnPoint Wealth Management & Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
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