Social Core Funds

When choosing investments, investors traditionally seek out businesses that offer strong earnings growth. However, there’s an element to investing that is becoming more and more popular: selecting investments based on the social impact a company makes.

That’s why, at TCI, we also include social core funds as part of our investment recommendations. Your trusted TCI advisor will help you through the investment process every step of the way, from evaluation to review to ongoing strategy.

Social investing funds

If you’re interested in learning how you can align your investment strategy with your personal values, TCI can help. We help you build a custom investment strategy and choose social core funds by analyzing a company’s business practices as well as their earnings growth and potential.


Choosing social core funds

Our process for choosing social core funds is similar to how we choose sustainable investing funds. We measure each company’s operations and values to ensure they’re harmonious with your own. We don’t just pick sustainable core funds to add to your portfolio; we also exclude “sin stocks” that you’d prefer to avoid.

Companies that engage in potentially harmful activities, such as gambling, tobacco, alcohol, child labor, and firearms, are often called “sin stocks.” You and your TCI Wealth advisor willcan work to identify these companies that do not align with your beliefs and should be left out of your social portfolio.


Invest with purpose

Successful investment returns and socially responsible, ethical corporate behavior can go hand-in-hand. You don’t have to forfeit sound investment principles in favor of your values. With our careful and thorough evaluation process of each stock, we’ll work with you to find social core funds that you’re excited to invest in.

When you work with TCI Wealth, you know that you’re choosing a wealth advisory firm that believes in sustainable investing and social responsibility, too. Like you, our advisors are committed to and passionate about investing and making a difference.

Why choose TCI as your wealth advisors?

When you choose TCI to begin ESG investing, you know that you’re choosing a wealth advisory firm that believes in investing with purpose, too. Our advisors are just as passionate about making the world a better place through ESG investing.

If you’re new to ESG investing or building a portfolio in general, we’re here to help you on your journey. When you work with a TCI advisor, they’ll offer you expert advice and help you make informed investing decisions. You’ll walk away from each meeting feeling confident and excited about your new ESG investing strategy and financial future.

A team approach

At TCI, we work as a team to ensure that your needs are met and that your sustainable investment plan fits your wishes. We also make sure that you have every expert needed to help develop a plan that’s guided by your current (and future) cash flow. From estate attorneys to tax experts, we have a wide network of professionals here to support you.

A fee-only firm

TCI is an independent, fee-only firm, which means that you’ll work with a dedicated team who knows your situation and accounts intimately. As a fee-only firm, you’ll have transparency on the feesassociated with your plan, and you won’t have to worry that our advice is based on commissions or hidden fees.

To learn more about ESG investing and our comprehensive financial planning services, contact our team of wealth advisors today. Fill out the form below or call us at (877) 733-1859 to have an advisor contact you.

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Curious to see if we’re a good fit for each other? All it takes is a brief conversation with a TCI advisor to find out. Fill out the form below to have an advisor contact you. We’d love to hear from you.

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