Where your money - meets you values

Sustainable investing is a strategy that strives to align your personal values with your investments while making a positive social and environmental impact. This can also be done for investment funds of Non-Profit organizations and Foundations to match and support their missions.


Would you be interested in aligning your values with your investment portfolio if you could pursue your investment performance objectives?

If it is as important to you as it is to us, we would love to speak with you. Gloria Franz and Nila Tatum have received the Chartered SRI Counselor™ designation from the College for Financial Planning. What does SRI mean?

Sustainable and responsible investing (SRI) is an investment strategy in the United States and many regions of the world.  Institutions and individuals using SRI strategies share a desire to achieve long-term competitive financial returns while understanding the responsibility we have as a society. SRI has come to be defined as any investment strategy that seeks to maximize financial return while simultaneously advancing an idea, belief, or philanthropic cause that is important to the individual investor or foundation, with the hope of changing the world for the better.

Environmental, social and governance (ESG) analysis is the underlying factor in virtually all SRI strategies.  ESGs are the criteria from which a set of standards is created to allow social conscious and sustainable investors to screen investments.  Environmental factors consider a company’s contributions that directly or indirectly affect the environment.  Items like climate change, water use, energy use, pollution, waste by products, use of resources, harm to wildlife and/or their habitats.  Social factors consider the treatment of company employees and customers and whether they show concern for the community at large.  Criteria can be used to evaluate a company’s stance on human rights and political matters and can also include screening of stocks based on moral or religious motivations. Governance factors consider topics such as business ethics, board structure and independence, executive compensation policies, and accounting practices.  These factors can be used by investors that want to see companies that support the diversity of leadership by encouraging greater representation of women and minorities on governing boards and in executive-level positions, as well as companies managed in ethically responsible manners.  

FTWM firmly believes that “we” as a society have a responsibility to each other. We are committed to sharing the concepts of SRI in a manner that aligns with your values. 

Socially Responsible Investing (SRI) / Environmental Social Governance (ESG) has certain risks based on the fact that the criteria excludes securities of certain issuers for non-financial reasons and, therefore, investors may forgo some market opportunities and the universe of investments available will be smaller

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