Socially Responsible Investing

MarketCycle Wealth Management will make an attempt to avoid certain direct stock or sector investments in order to aid those individuals who may want to refrain from investing in certain aspects of the world’s markets because of ethical or religious reasons (and we welcome client comments on this subject):

Some examples:

  • inhumane animal treatment or exploitation or selling of animals as commodities
  • certain biotechnology companies (Is putting systemic pesticides inside of our food crops, or human genes into tomatoes really such a good idea?)
  • gambling, alcohol, tobacco, pornography
  • corporations that purposely destroy the environment or exploit human labor

Eliminating purchases in these sectors is that it should have no negative effect on our returns.

There are some times when a small amount of non-SRI companies may be included in an ETF Index that we invest in, and this cannot be avoided.

We will seek out opportunities to buy certain beneficial sectors, such as solar and wind power, but only at the appropriate time in the market cycle and only when they are showing strong growth potential.

Socially Responsible Investing is just generally available in our accounts; it will help those who want it and not affect those who don’t.

Aristotle expressed the idea of always doing the right thing, when he wrote, so many centuries ago: “Excellence is an art won by training and habituation. We do not act rightly because we have virtue or excellence, but we rather have those because we have acted rightly. We are what we repeatedly do. Excellence, then, is not an act but a habit.”

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MarketCycle Wealth Management | Stephen Aust
MarketCycle Wealth Management, LLC is a Registered Investment Advisor. Information presented is for educational purposes only, is not considered an individualized recommendation or personalized investment advice, may not be suitable for everyone and does not intend to make an offer or solicitation for the sale or purchase of any securities. All investments involve risk and unless otherwise stated, are not guaranteed. Past performance or performance charts are not a guarantee of future performance. Portfolio performance charts are shown net of fees so the management fee, brokerage fees, trading fees and ETF fees have already been subtracted. Current performance may be higher or lower than that shown and differing accounts may show different results. Investment returns and principal value in client accounts will fluctuate. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Be sure to consult with a tax professional before implementing any investment strategy.