Socially Responsible Investments

We have a vision at Bauer Wealth Management to give our investors what they deserve. Something better than traditional Wall Street has to offer, and don’t worry; we’re not setting the bar that low. Your investing experience should be easy and give you the opportunity to earn more, lose less, and make a difference. Up to this point our investors have taken advantage of our professional portfolios designed to optimize risk management. They have also enjoyed the incredibly low fees. But what about the growing number of people who want this modern style of management but also care about the impact their investments have on the world? Simply put, it has not existed until now. Today we’re excited to introduce our Socially Responsible Investing (SRI) portfolio, built with the same Dynamic Risk Hedging capabilities that our standard portfolios offer and automated through our Bauer Wealth Management™.

What Does SRI Mean?

So what exactly is a Socially Responsible Investment at Bauer Wealth Management? These portfolios use Exchange Traded Funds (ETFs) that screen for companies that do business in a way that meets a high level of social responsibility. You might hear them referred to as ESG because they take into consideration impact to the environment, maintaining or improving social concerns as well as placing a focus on proper governance. This style of investing has become increasingly popular not only in the U.S. but all over the world. But you might be thinking, will it perform as well as a traditional investment? Arguments can be made on both sides, but modern academic journals seem to be agree that SRI fund performance is on par with traditional investments. Companies that focus on doing good tend to last in the long-term.

Will it Cost More?

Transparency is one of our core values. Your flat fee of 0.75% will remain the same for an SRI portfolio. You will receive the same diversification across a broad set of asset classes with optimized risk management through dynamic hedging. However, the underlying SRI ETFs may contain a higher expense ratio than non-SRI. But don’t forget, there is a good reason for this. It takes a team of analysts and data algorithms to screen for ESG companies which makes it easy to invest with purpose.

How Do I Invest?

To take advantage of the first SRI portfolios offered by Bauer Wealth simply open an account with us and select the SRI Portfolio as your goal. Your investments will be personalized based on your risk questionnaire, and continually monitored and adjusted based on current market conditions.

Stephen Heitzmann is the CEO of Bauer Wealth Management LLC, an Algorithmic Virtual Advisor, based in Colorado Springs, CO. Bauer Wealth Investing LLC is a Registered Investment Advisor (Firm CRD# 289016 / SEC#801-110892) with the Securities and Exchange Commission.

This article does not represent an investment recommendation or endorsement of any kind. Please consult with your advisor regarding your specific situation. Investing in securities does involve risk of loss that clients should be prepared to bear. The risks can range from failing to keep pace with inflation to losing some or all of the money you invest.

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