Individuals

How Advocacy Investing® helps

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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Announcing Marc J. Lane's 35th Book:

The Mission-Driven Venture: Business Solutions to the World's Most Vexing Social Problems

More About The Book