Socially Responsible Investing

Of Faith & Finance II: Why “Chaim” Investment Advisors?

July 24, 2019Investing, Socially Responsible Investing

By Victor Schramm, CFS®Of Faith & Finance II: Why "Chaim" Investment Advisors? When I wrote Of Faith & Finance a couple of months ago, I hadn't anticipated it becoming as popular as it was. Having been asked to go further into this area by readers- and because this is especially important to me as an advisor- [...]

Of Faith and Finance

April 12, 2019Investing, Socially Responsible Investing

By Victor Schramm, CFS®, AIF®Of Faith & Finance: How Belief Shapes Sound Investment Strategy What role should religion play in investing? As an Investment Advisor deeply involved in Socially Responsible Investing (SRI), it's a question I'm asked often. After all, what could be more mundane and worldly than finance? Is there a way to harmonize [...]