Sustainable, Responsible, Impact Investing (SRI)

SRI is an investment strategy seeking to maximize both financial return and social good. AIO Financial has extensive experience in SRI, also known as environmental, social, governance (ESG); socially conscious; sustainable; ethical, impact and socially responsible investing. You can use ESG factors in your investment decisions without sacrificing return on your investments.
Core IssuesStrategies

There are a wide range of issues that socially responsible investors can address


climate change (fossil fuel free investing)


board diversity


labor practices (supply chain labor conditions)


executive compensation


corporate political contributions


avoiding weapon manufacturers

You can participate with all or a portion of your portfolio and help make a genuine impact. This does not mean sacrificing financial returns. Investors can do as well with social investments as they can with conventional investments. Many academic studies have shown that using ESG factors in investment decisions can improve returns.

There are many SRI investment options to meet your goals. Our clients invest in SRI mutual funds, SRI exchange traded funds, separately managed accounts and individual stocks.

There are three primary strategies utilized by SRI


using positive and negative filters to select investments

Shareholder Advocacy

using the rights of a shareholder (through SRI mutual funds or individual stocks) to influence the direction of business

Community Investments

providing access to credit, equity, capital, and basic banking products for low-income communities

Learn More about SRI

AIO Financial’s podcast and blog cover many SRI topics and investments. AIO Financial offers regular webinars about SRI and addressing climate change through investments. AIO Financial also created a free SRI ebook to help socially conscious investors easily invest in-line with their values.

Watch our SRI Overview Video

Impact Financial Planners

We created the Impact Financial Planners blog/podcast and video channel to provide shareholder advocacy updates and news about Sustainable, Responsible, Impact Investing. In addition, we have a video channel focusing on SRI and impact investing.

AMA Financial Advisors is a member of the First Affirmative financial network which gives us access to their conferences, share holder advocacy initiatives and research and a network of SRI financial professional and resources.

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Los Angeles, Phoenix and Virtural

(480) 447-7790

(424) 358-5410

AMA Financial Advisors

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