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The Complete Idiot's Guide to Socially Responsible Investing by Ken Little

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Chapter 19
Using an SRI Financial Advisor
In This Chapter:
◆ The role of financial advisors
◆ Identifying your requirements for a financial advisor
◆ Questions to ask a financial advisor
◆ Financial advisors and SRI research
Making sense of investment opportunities can seem like a full time job to many people. What is the best place for your retirement funds? What about a college fund? Saving for a new house? Stocks, bonds, mutual funds, pork bellies? It can all get pretty confusing. When you say, ‘I want a comprehensive investment plan and I want it to be socially responsible,’ things can really get complicated. Not everyone wants to manage their investments by themselves. You may not feel like you have the time, energy, or expertise to make consistent ...

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