1919 SRI/ESG Balanced Strategy

Seeks above average returns over time while minimizing risk by investing in a well-diversified portfolio of stocks and bonds of companies that meet our socially responsible criteria.

Our Latest Strategy Materials

Fact Sheet file-pdf Strategy Profile file-pdf

Our 5 Social Guidelines lead us to select companies that:

  1. Environment: Minimize the negative impact of business activities on the environment

  2. Employment Practices: Have fair and reasonable employment practices

  3. Human Rights: Contribute to the general well-being of host communities and respect human rights

  4. Weapons: Do not manufacture nuclear weapons, other weapons of mass destruction, or derive more than 5% of revenue from non-nuclear weapon production

  5. Tobacco: Do not derive meaningful revenue from tobacco products


All investments involve risk, including risk of loss and there is no guarantee investment objectives will be met.