Those committed to socially responsible investment believe that the best long-term investments combine positive social and financial performance.

 

SRI = Socially Responsible Investing

At the Camejo Group, we specialize in custom designed portfolios for the  investor who is concerned with preservation of principal, market returns, and following socially responsible guidelines. 

We can help you to:

  • Prepare your Strategic Investment Plan, customized to your unique financial and social standards, including:
    • Retirement Planning
    • Funding a Child's Education
    • Trust Management
    • Charitable Gifting
       
  • Apply your personal view of "Social Responsibility" to your investment strategy
     
  • Diversify your asset allocation to achieve growth, income and safety
     
  • Access the complete range of investment choices, including custom stock and bond portfolios, mutual funds, insurance products, and linked index notes
     
  • Participate in shareholder advocacy campaigns and High-Impact Community Investments
     
  • Monitor your investment performance with a Financial Advisor who will honor your values as well as your financial goals

For a Free, No Obligation Financial Consultation click on Contact Us  and fill out the "Contact Form." A Camejo Group advisor will be in touch.

It has been our policy since inception to accept all account sizes; we have no minimum investment.

The Camejo Group seeks to help small investors and working people as well as those with larger portfolios. And, we serve Non-Profit Organnizations and Small Businesses with investment management and employee 401K and insurance plans.

To learn more about Socially Responsible Investing read: The SRI Advantage by Peter Camejo