SVA Plumb Financial’s Tammy Koester-Parks, JD and Robert Cummisford, CFA® will present an educational seminar on Investing with Impact for the Madison Benefits Council on January 16, 2019.
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 their client’s values.
Tammy is the President of SVA Plumb Trust Company, LLC. She administers trusts and other fiduciary accounts for high net worth clients and their families. These include trusts and other individually managed accounts as well as trust services without investment management. Tammy works closely with clients to help them with their estate planning concerns and objectives.
Rob is a Senior Wealth and Portfolio Manager with SVA Plumb Wealth Management, LLC and has over twenty-five years of experience in the investment advisory industry. He focuses on helping clients structure portfolios to meet their financial goals, conducts investment research and serves on the firm’s investment committee.