ENVIRONMENTAL, SOCIAL, AND GOVERNANCE INVESTING


We create customized investment plans to meet the specific objectives and goals for each of our individual clients. We actively monitor portfolios to ensure that the investment strategies remain consistent with our clients' values and long-term vision. 

We screen companies in which we wish to invest in order to determine whether their businesses and management teams are aligned with our clients’ values. We focus on investing in companies that have positive records regarding governance, environment, society, employees, shareholders, and transparency.
We encourage a proactive and positive view towards our social responsibility guidelines—investing in profitable activities with which we would welcome association. 

The de Burlo Group, Inc. supports companies that promote the following:

  • growth in economically depressed areas

  • activities that help enfranchise people and communities

  • products and services that educate and enhance the human experience

  • products and services that enhance the quality of the environment

  • usage of environmentally friendly production techniques and facilities, and sustainable resource management
  • growth in economically depressed areas;

  • activities that help enfranchise people & communities;

  • products/services that educate/enhance the human experience;

  • products/services that enhance the quality of the environment;

  • use environmentally friendly production techniques and facilities, or sustainable resource
We seek investment opportunities that rely upon business activities that are consistent with our values. To learn more about activities that we do not support, please download our Social Responsibility Guidelines below.