Socially Responsive Investing
At 1919 Investment Counsel, LLC’s (1919ic’s) dedicated Socially Responsive Investing (SRI) Department, you will find a team of experienced professionals to help you align your investments with your unique needs and with respect for your values. We offer you an approach that combines prudent, active portfolio management and proprietary research integrated in a customized portfolio that reflects your ethical views.
1919ic has more than 40 years of experience managing socially responsive portfolios. We manage approximately $1.1 billion (as of December 31, 2018) in assets for socially responsive clients through an experienced team focused exclusively on environmental, social, and corporate governance or ESG investing.
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1919 Socially Responsive Balanced Fund
In addition to custom-tailored and separately managed SRI strategies, we manage the 1919 Socially Responsive Balanced Fund. Learn more
One of our portfolio managers would be happy to speak with you.
All investments involve risk and there is no guarantee investment objectives will be met. This information illustrates 1919ic investment capabilities and is not a recommendation of any particular investment strategy.