Social Responsibility

Investors have a unique opportunity to influence positive social and environmental change through financial markets. Bellomi Wealth Management works with communities, organizations and individuals who seek a comprehensive wealth management strategy that complements their vision for social change. We create value by integrating a comprehensive investment consulting platform with customized investment solutions based on environmental, social and governance factors.

This approach guides you through an investment experience that seeks long term financial returns while promoting sustainable solutions. Discovering what social responsibility means to you is the most important step we will take. Here is a small sample of the terms that fall under the responsible investing umbrella:

  • Socially Responsible Investing (SRI) Environmental
  • Social and Governance (ESG)
  • Impact Investing
  • Fossil Fuel
  • Free Investing
  • Values Based Investing
  • Sustainable Investing
  • Mission-related Investing
  • Green Bonds