Advocacy

When you own stock, you own a piece of a company, and you have a voice. We urge stockholders to use their power to promote ethical corporate behavior. These efforts can take the form of voting on corporate issues, attending shareholder meetings, filing resolutions, or potentially conducting direct conversations with the company’s leaders. Through these efforts, we seek to promote environmental, social and governance improvements.

Creating positive change within our communities is one of our core beliefs at Impact Capital Strategies. We provide clients with investment options that focus on community-based organizations or underserved communities around the world, allowing our investors to participate in positively impacting those communities.

Portfolio screening is the process of selecting companies to invest in – or not invest in – based on their social, environmental, and governance practices. We work with our clients to develop an investment strategy that utilizes investment screening if desired and appropriate for their goals and objectives.


Additionally, if it’s appropriate to a client’s investment objectives, ICS can follow and incorporate investments for client consideration from specific market sectors such as the following:

• Alternative energy, such as solar, wind and geothermal
• Organic food markets
• Water and energy efficiency
• Lifestyles of Health and Sustainability (LOHAS)