Sustainable, Responsible & Impact (SRI) Investment Services

What if you could invest to achieve your personal goals, AND have a substantial and measurable positive impact on the issues you care about in the local and global community? We have been led to believe that we need to choose between investing with our heads or investing with our hearts. Rarely has such unfortunate and misguided sentiment held such sway for so long.

SWA’s founder, Harry Moran, believes that it not only is possible to integrate your values with your investments, it makes good financial sense to do so. Investing in companies and organizations that take a long-term view of profitability, care about the communities and ecological systems in which they operate, and treat their employees and other stakeholders with dignity and respect, will outperform their less thoughtful and enlightened competition over time. Many studies have now clearly demonstrated the strong link between environmental, social, and governance (ESG) factors and financial performance.

At SWA, we have the tools, expertise, and experience to integrate your individual preferences and priorities with your investments, while helping you achieve the financial security and peace of mind you deserve. As an Accredited Investment Fiduciary™, Moran fully embraces the firm’s fiduciary responsibility to its clients. We build a personalized Investment Policy Statement (IPS) that provides a road map which clearly spells out risk tolerance, time horizon, objectives, fees and expenses, investment philosophy, and strategy. We then construct a custom portfolio using specialist 3rd party managers who have been carefully selected based on a broad range of criteria. We believe in diversification that goes far beyond the traditional, simple collection of stocks and bonds. We also believe in full transparency, and maintain an arm’s length relationship with all our managers so we can preserve our objectivity and integrity. We never forget that our responsibility is to our clients.