Faith & Finance Blog: Giving and Righteousness

March 10, 2021Faith & Finance, Investing, Lifestyle, Socially Responsible Investing
By "Chaim" Victor Schramm, CFS®, AIF®Of Faith & Finance: Giving and Righteousness The finance industry has a funny way of looking at charity. Charity, in American life, has a connotation of "voluntary" giving. Merriam Webster defines charity as "generosity and helpfulness especially toward the needy or suffering." 1 The link between "generosity" and charity certainly implies magnanimity [...]

Our Portfolio Manager Earns the Accredited Investment Fiduciary (AIF®) Designation

March 10, 2020News, Socially Responsible Investing
By Victor Schramm, CFS®, AIF®Chaim Investment Advisors Has a New, Accredited Designation in Fiduciary Excellence After completing the Fi 360 course on Ethics and Fiduciary practice, I've earned the Accredited Investment Fiduciary (AIF®) designation. Aside from being yet another three letter acronym I attach to my name from now on, the AIF® is a milestone [...]

What is ESG Investing?

October 30, 2019Faith & Finance, Investing, Socially Responsible Investing
What is ESG Investing?By Victor Schramm, CFS® ESG investing is the topic of much conversation lately. It's become a major force in Institutional investing, which is a big deal for believers in Socially Responsible Investing. Getting large, pooled portfolios such as big endowments, foundations, pensions, and trusts to implement Socially Responsible Investing in their portfolios [...]