How Can An RIA Profitably Offer SRI Portfolios

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8 reviews

 
(4)
 
(4)
3 stars
 
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1 star
 
(0)
4.9
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(Updated: January 10, 2013)
5.0
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SRI is a great topic and you picked the best possible presenter. Thanks Andy!!

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(Updated: January 10, 2013)
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Thanks Andy.

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(Updated: January 10, 2013)
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Steve Schueth - 4

this was a very good presentation

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(Updated: January 10, 2013)
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I think that it was very informative.
I would like to get the moderator's contact information.

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(Updated: January 10, 2013)
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I believe this is an important topic that deserves more attention. Clients are interested in this topic but advisors are often hesitant to bring it up. We (advisors) are the bottleneck.

Note: most advisors have many, many clients who are Christian and would care, not only about the core SRI issues, but also abortion, porn, etc. These clients, though numerouse, are often left out of SRI conversations.

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