Qualitative screening criteria:
Community
Corporate governance
Employee relations
Environment
Human rights
Product safety
M3 Financial Group employs a rigorous planning process to ensure financial success. Our mandate is to improve the well–being of all our clients and impact our global communities in a meaningful and positive manner. Through our process‚ we are able to achieve an investment philosophy of "helping clients invest in their future while investing in a future for all".
SRI creates an ecosystem where we live harmoniously financially independent and socially interdependent. We are passionate about being responsible investors!
The professionals at M3 Financial Group will help you reach your goals and determine the most appropriate investment approach that aligns with your financial and social requirements.
A common myth holds that to invest responsibly means sacrificing returns. The balance of evidence shows otherwise. Finance academics have concluded there is no significant difference between the financial performance of SRI funds and conventional funds. For a review of the literature‚ we recommend a visit to www.sristudies.org. This site provides a resource for people interested in the impact of SRI on investment performance.
We are life–long partners with our clients
M3 Financial Group is a tax focused financial planning firm‚ established in 1979. Our expertise is in innovative wealth accumulation‚ preservation and succession that strategically empowers our clients to achieve their goals.
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