By Brandon Miller–
At Brio, we’ve always believed that financial planning should reflect who you are—not just your goals, but your values, your purpose, and your lived experience. That’s especially true for members of the LGBTQ+ community, who often navigate life on a different roadmap than what the traditional financial world assumes.
So, this Pride Month, I want to talk about something close to my heart: how investing can be a form of activism, identity, and community-building.
We created the Brio Pride Portfolio with this exact mission in mind. In partnership with Ethic, we built a strategy that prioritizes civil rights and social justice—but more than that, we wanted to give clients a platform to invest in ways that are personal and powerful.
Because here’s the truth: your money has a voice. And in today’s world, how you use it matters more than ever.
Investing That Reflects You
At Brio, we see investing as an extension of identity. Some of our clients avoid certain companies—like Big Tobacco or fossil fuels—because of their values. Others actively seek out businesses working to cure cancer, fight climate change, or improve access to education.
One client whose mother passed from lung cancer was adamant: not a dime in tobacco. But biotech firms working on cancer treatments? Absolutely. That’s not just investing; it’s intention in action.
And the beauty of it? Your portfolio can evolve as you do. Life changes, values deepen, and your investments should keep up.
A Pride Portfolio With Purpose
We call it fabulous and fierce for a reason. The Brio Pride Portfolio doesn’t just check the ESG (Environmental, Social, and Governance) boxes; it reflects the lived experiences of the LGBTQ+ community.
Built using Ethic’s tech and data platform, it prioritizes what matters most to our clients: civil rights, social justice, environmental responsibility, and corporate transparency. And it’s customizable, so you can dial in what resonates most with you.
This isn’t just socially responsible investing—it’s proudly personal investing.
Why Now Matters More Than Ever
We’re living through a time where basic rights and protections are under threat. It can feel overwhelming, but one of the most effective ways to push back is with your dollars.
Values-aligned investing is a way to show up. Not everyone can march or legislate change, but many of us can invest with purpose. That’s how we build the future we want to see—not just for ourselves, but for the generations that follow.
Our Work Is Personal
What makes me proudest about Brio isn’t the portfolios; it’s the people, the clients who come to us wanting to make bold life moves, and leave with the confidence to do exactly that.
We’ve helped people change careers, retire early, fund their chosen families, or simply live more aligned lives. And when someone says, “You told me I could do this—and I did,” I know we’re doing something right.
This work is personal. It’s community. It’s legacy.
So, if you’ve ever wondered whether your money could do more—could mean more—just know: it absolutely can.
This material presented by Brio Financial Group (“Brio”) is for informational purposes only and is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy, or investment product. Facts presented have been obtained from sources believed to be reliable, however Brio cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. This information may contain certain statements that may be deemed forward-looking statements. Please note that any such statements are not guarantees of any future performance, and actual results or developments may differ materially from those discussed. No investor should assume future performance will be profitable or equal the previous reflected performance. Any reference to an index is included for illustrative purposes only, as an index is not a security in which an investment can be made. They are unmanaged vehicles that serve as market indicators and do not account for the deduction of management fees and/or transaction costs generally associated with investable products. The S&P 500 Total Return Index represents U.S. stock returns. This includes 500 leading companies in the U.S. and is widely regarded as the best single gauge of large-cap U.S. equities, where dividends are reinvested. The holdings and performance of Brio client accounts may vary widely from those of the presented indices. Brio does not provide legal or tax advice, and nothing contained in these materials should be taken as legal or tax advice. Advisory services are only offered to clients or prospective clients where Brio and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Brio Financial Group unless a client service agreement is in place.
Brandon Miller, CFP®, is a financial consultant at Brio Financial Group in San Francisco, specializing in helping LGBT individuals and families plan and achieve their financial goals. For more information: https://www.briofg.com/
Money Matters
Published on June 26, 2025
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