How Advocacy Investing® helps
Individuals
The Advocacy Investing® strategy empowers socially responsible individuals by facilitating investment of their money in business enterprises that actively reflect and promote their own personal values and beliefs.
In addition to this, the Advocacy Investing approach promotes individual values and missions through proxy voting and the support and initiation of shareholder actions, while always maintaining optimal diversification in the individual's portfolio.
So unlike traditional SRI mutual funds, the Advocacy Investing strategy does not employ exclusionary tactics of entire industries, but rather creates a customized portfolio that is a more direct and meaningful reflection of an individual's core mission, vision, and values.
To learn more, I invite you contact us to see how the Advocacy Investing approach can benefit you.
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"Advocacy Investing", "Promoting Your Own Values", "SRI Open Forum", "Your Profit. Your Passion. Your Power.", "The Next Generation of Socially Responsible Investing", and "Advocacy Avatar" are trademarks of Marc J. Lane Investment Management, Inc. (Member SIPC) registered in the U.S. Patent and Trademark Office and may be registered in certain jurisdictions. "Protecting Today's Wealth. Building Tomorrow's." and the Marc J. Lane Wealth Group logo are trademarks of The Law Offices of Marc J. Lane, a Professional Corporation registered in the U.S. Patent and Trademark Office and may be registered in certain jurisdictions. "Marc J. Lane Wealth Group" is a trademark of The Law Offices of Marc J. Lane, a Professional Corporation and may be registered in certain jurisdictions.