(Photo above: Jack Schniepp & Neal Richards of Cascade Financial Strategies)
How to assess the Impact of your investments
Local investment firm, Cascade Financial Strategies, is hosting the seminar, Investing for Change at the Bend Environmental Center on November 16 from 4-5:30pm.
At the educational seminar attendees will learn with Cascade Financial Strategies’ Jack Schniepp and Neal Richards how their investment portfolios align with Socially Responsible Investments (SRI) and Environmental, Social and Governance (ESG) guidelines.
Investors will learn:
• How well their investments align with their personal values.
• The exposure of their investments to causes and issues that might be important to them.
• Which companies or investments fall short of SRI and ESG guidelines.
The Investing for Change Seminar is complimentary and light snacks will be provided. Those interested can RSVP at www.cascadefs.com or 541-678-5475.. Registration for a complimentary Portfolio Impact Assessment can also be found here.
Cascade Financial Strategies
Cascade Financial Strategies (CFS) is a boutique investment management and financial planning firm based in Bend. CFS is the only firm in Central Oregon that is a member of the US/SIF, The Forum for Sustainable and Responsible Investment. CFS is an advocate and supporter of many other local and national organizations that promote sustainable and responsible living. Cascade Financial Strategies is a Registered Investment Advisor.