How to Vote for Social Change with Your Investments

Want to invest your money in companies that care about climate change, racial equity or other issues important to you? Consider “Socially Responsible Investing.” With a little help, it’s easier than you might think.

A man stands on a dock with sun shining
(Image credit: Getty Images)

One of my clients with several million dollars in investments has a deep passion for protecting the environment. As a result, I’ve invested a part of her portfolio in companies with good records in environmental, social and governance practices.

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This article was written by and presents the views of our contributing adviser, not the Kiplinger editorial staff. You can check adviser records with the SEC or with FINRA.

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Mike DeWitt, CFA
Partner and Wealth Adviser, CI Brightworth

Mike DeWitt is a Partner and Wealth Adviser at CI Brightworth, a fee-only wealth management firm with offices in Atlanta and Charlotte, N.C. He works with high net worth families in the areas of investment management, retirement transition and estate planning. With over 20 years of portfolio management experience, Mike is a Chartered Financial Analyst® (CFA) Charterholder and serves on CI Brightworth's Investment Committee. He received his Bachelor of Science in Finance from Auburn University.