SVA Plumb Financial’s Teresa Brooks, MBA, CFP® presented a seminar on Investing with Impact for the Madison Downtown Rotary’s Going Green Fellowship group on February 7, 2018.
Investing with Impact, also known as Socially Responsible Investing (SRI), considers environmental, social and corporate governance (ESG) criteria to produce competitive investment returns while also realizing positive societal impact. You can now invest in funds that support the values or causes you want to encourage. SVA Plumb Financial actively works with leading fund managers in the SRI field to create portfolios aligned with our client’s values.
Teresa is a Wealth Manager with SVA Plumb Wealth Management, LLC and a Trust Officer for SVA Plumb Trust Company, LLC. She works with clients to determine their financial needs and helps coordinate their investments with their plans to accomplish their personal objectives. Teresa assists in monitoring client portfolios to ensure that the investments comply with client investment policy guidelines and our company requirements. She also participates in the firm's fixed income management strategy. Her specialties include: trust and investments, portfolio allocation, fixed income investing and education savings.