By Brandon Miller, CFP–
Now that we’ve fully recovered from Pride month, it’s time to talk about how we can make a difference year-round. It’s also a good time to evaluate if your investments reflect your values. How so?
Environmental, Social, and Governance or ESG investing measures the ethical impact of companies so you can decide whether to invest in them. More and more investors want to have companies they care about in the mix. Also known as “socially responsible investing,” ESG allows you to have a say.
Brio was founded by gays, for gays and we have gaily been helping folks since 1999. As a gay business owner, it is important to me to serve the community but also give back. It’s also important to put our money where our mouth is. That’s why we, always at the forefront of LGBTQ+ rights, are proudly launching BRIO PRIDE, one of the first gay-centered portfolio strategies.
Would you like to invest your money in companies that do the right things by the LBGTQ+ community—and redirect your money away from companies with products, policies, and practices that may harm them? Us too! And now you can.
Introducing BRIO PRIDE portfolio! Our newest investment strategy allows you to put your money where your heart is. Squarely centered on LGBTQ+ values, BRIO PRIDE allows you to invest in positive change in both retirement and non-retirement accounts.
Okay, so what does this really mean? The investments in BRIO PRIDE all exhibit or focus on:
You’ve certainly heard us trumpet about the importance of a diversified portfolio. The impact of a custom portfolio with diversity itself at the forefront was the next natural step. BRIO PRIDE supports our community, and not just in June. Sounds like a win-win to us!
It’s not just for friends of Dorothy, though; allies can show their support and throw their money towards investments that help fight the erosion of equality. Investing in BRIO PRIDE will let you go gaily on your way knowing your money is helping to make a difference.
Want to learn more? Reach out and let’s wave that rainbow flag together! Loud, proud, and ahead of the pack, the Brio way.
Brio utilizes unaffiliated third-party managers to achieve clients’ ESG goals. Brio has partnered with independent advisory firm ethic. to offer the new BRIO PRIDE strategy. Brio relies on ethic. for our primary research and security screenings and given their expertise in this area, primarily uses their metrics when constructing the portfolio. More information about our process and the criteria used by ethic. to construct the strategy is available upon request.
The opinions expressed in this article are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. The material is presented solely for information purposes and has been gathered 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. Brio does not provide tax or legal advice, and nothing contained in these materials should be taken as such. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.
Brio Financial Group is a Registered Investment Adviser. SEC Registration does not constitute an endorsement of Brio by the SEC nor does it indicate that Brio has attained a particular level of skill or ability. Advisory services are only offered to clients or prospective clients where Brio Financial Group 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 July 27, 2023
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