What we're about

We are an investment club accepting new members who are interested in an on-going involvement. Socially Conscious Investing has evolved and can take many forms. We meet bi-monthly and manage a pooled portfolio of investments which score well on sustainability and positive social impact measures. This is a group focused on educating ourselves to be wise long-term investors in mutual funds, ETF's, stocks and bonds that are in-line with our values. Wall Street has come to find that there is no "performance penalty" for investing in companies that try to do well for all stakeholders: customers, employees, shareholders, the community and the environment. Impact investing can take many forms, and Wall Street is now creating new measurement tools and investment vehicles every month to facilitate this popular trend.

We have been in existence for 10 years and if you would consider an on-going involvement, meetings every eight weeks, homework assignments doing brief and basic internet research, and participating in group discussions, this club may be for you.

Come join us as we learn and contribute ideas, in our fun and educational investment club. You are welcome to e-mail me for more information. We do require a conversation with me or one of the other club members before we give out the location of our meeting. You will be invited to come to one meeting as an observer before you are invited to join the club. We are a legal partnership and manage our pooled-portfolio by voting on all changes.

Upcoming events (5+)

Investing for Positive Social Impact

Monmouth County Library - Eastern Branch

We meet every 2 months for 2 and a half hours to manage our portfolio of socially conscious investments. We go online together and do (superficial) research before making investment decisions. You are welcome to check us out before joining.

Investing for Positive Social Impact

Monmouth County Library - Eastern Branch

We meet every 2 months for 2 and a half hours to manage our portfolio of socially conscious investments. We go online together and do (superficial) research before making investment decisions. You are welcome to check us out before joining.

Investing for Positive Social Impact

Monmouth County Library - Eastern Branch

We meet every 2 months for 2 and a half hours to manage our portfolio of socially conscious investments. We go online together and do (superficial) research before making investment decisions. You are welcome to check us out before joining.

Investing for Positive Social Impact

Monmouth County Library - Eastern Branch

We meet every 2 months for 2 and a half hours to manage our portfolio of socially conscious investments. We go online together and do (superficial) research before making investment decisions. You are welcome to check us out before joining.

Past events (14)

Club Meeting

Monmouth County Library - Eastern Branch

Photos (1)