Socially Responsible Investments (SRI)

We understand clients may look to their investments as a way to express certain deeply held values. For those who do, PPA is committed to helping make investment choices that are responsible and aligned with clients’ personal priorities through Socially Responsible Investments (SRI), also referred to as Environmental, Social, and Governance (ESG) for the various “screens” done on companies’ business practices. As with all our investment recommendations, our approach to SRI prioritizes diversification and low costs.