Phone: (503) 296-8700

Our expertise extends to designing a customized investment portfolio that incorporates and reflects your social and environmental beliefs and values. Your advisor will work with you to design a portfolio that is compatible with your goals, both financial and social. At Blue Water Wealth, we believe that a portfolio in alignment with your values brings satisfaction well beyond its measurable gains.

Socially Responsible Investing (SRI) can include:

  • investing in green technologies like alternative energy or recycling
  • avoiding investment in industries such as fossil fuels, weapons manufacturing, or tobacco
  • excluding from the portfolio companies that do not support certain human resources policies, such as same-sex partner benefits for employees
  • funding bonds for infrastructure projects domestically or globally, such as water purification facilities