News from SVA Plumb Financial

SVA Plumb Financial’s Brooks Presents Investing with Impact

By SVA | 2/9/2018

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.

About SVA Plumb Financial

At SVA Plumb Financial, we believe quality service is the key to maintaining long-term relationships. Our clients enjoy personal access to the investment and trust advisory professionals who oversee their portfolios. Through this close relationship, we recognize the direct responsibility we have for our clients’ assets and wealth planning.

We work closely with our clients to assist them in defining their investment goals and objectives, taking into account not only their goals and obligations, but also their desires to address the needs of future generations.