Socially Responsible Investing is a catch-all phrase that, at its broadest, refers to all investment and money management activities undertaken according to specific social values instead of, or in addition to, purely financial considerations. The standard argument for socially screened investing is simple: It allows people to avoid investing their money in companies whose products or behavior they find objectionable.

 SRI involves screening investment portfolios according to specific social and financial criteria. At SCM, we maintain an extensive database of over 160 Socially Conscious funds that are continuously monitored. Our goal is to assist our clients in incorporating their social ideals into their investment portfolios without sacrificing returns.

401K Plans   The Department of Labor has recently issued new guidelines that are more permissive of placing Socially Sustainable investments in ERISA plans. This is a great opportunity, and we look forward to guiding employers and employees to navigate this process successfully. Our team of advisers with over 125 years of combined experience, along with Seraphim's affiliation with well-known custodians such as Charles Schwab and Fidelity, could make any transition process as seamless as possible.