Social Investing

SOCIALLY RESPONSIBLE PORTFOLIOS (SRP) is a division of CAPVEST FINANCIAL GROUP.

Founded in 1995, SRP offers comprehensive, fee-only financial planning services to individuals, businesses, and non-profit organizations whose financial objectives, products, and services involve socially responsible goals, values, and services. Investment products used –mutual funds, annuities, charitable giving funds- use strict social, environmental, and –where applicable- religious screening methods to select the appropriate stock and bond investments.