MAKING INVESTMENTS THAT MATCH people’s personal values have changed significantly over the past few decades. Early versions of “socially responsible” or “values-based” investing were primarily based on excluding specific investments that conflicted with an individual’s values (often at a potential cost in returns). But impact investing reflects a more active, results-driven investment approach. It’s based on a growing body of evidence that companies that are focused on accounting for both risks and opportunities linked to the environment, communities they operate in and society as a whole may potentially produce better financial results than those that aren’t, says Anna Snider, head of due diligence for the Chief Investment Office, Bank of America Global Wealth & Investment Management. “Impact investing points to tangible results and helps to move things forward in a positive way — not just making a moral judgment,” she says. Read More
Investment services
Responsible Growth: How Investors Are Making a Difference
Our Work Process
1. Overall Commitment
When you sit down with a Bas Associates advisor, you’re not only getting guidance designed to meet your goals but transparency in terms of fees, risks, and outcomes.
2. Personal Approach
Our focus is on your life and priorities. Not just your portfolio. That’s why we start by learning about you.
3. Power Behind Your Goal
Your advisor will help you grow your portfolio using the award-winning research data and on-the-ground observations.
4. Transparency
We’ll let you know exactly what you’re getting. That means clarity around fees, risks and possible outcomes
5. Accessability
You’ll always have access to the guidance you need whether it’s high tech, high touch or a combination of the two.