Socially Responsible Investing (SRI) is sometimes also referred to as Environmental, Social and Corporate (ESG) investing. Regardless of the terminology, SRI/ESG investing is gaining momentum and growing each year. There are many mutual funds and Exchange Traded Funds (ETFs) that focus on SRI/ESG investments. The drawback is that most of these funds invest in the same securities which restricts diversification and these funds tend to be more expensive than other indexed based investments. In addition, nearly all SRI/ESG funds are thinly traded which adds to trading costs and severely limits an investors ability to easily transaction in a security.

ACap Asset Management, Inc. is a “Fee-Only” investment management firm headquartered in Los Angeles, CA specializing in helping doctors and healthcare professionals make sound financial decisions. 

Contact ACap Asset Management at info@acapam.com or 818-272-8511.