Build an SRI Portfolio without Sacrificing Broad Exposure – Financial Planning Magazine

When you set up a planning practice in Denver, a city of health enthusiasts and environmentally attuned residents, you have to expect that some clients will want to invest in ways that match their social aims.

But socially conscious investments — which might exclude alcohol, tobacco or defense stocks, among others — are in the eye of the beholder, says Matt Papazian, chief investment officer and co-founding partner of Cardan Capital Partners.