Funderburk Financial



351 Coffman St.
Suite 210
Longmont, CO 80501


(303) 485-0488


(866) 429-3385

Socially Responsible or Values Based Investing

Socially Responsible investing recognizes that corporate responsibility and societal concerns are valid considerations when making investment decisions. SRI considers both the personal values and financial needs of the investor as well as an investment's impact on society. The process employs both negative and positive screens to align an investment strategy with an investor's values.

The most common form of Socially Responsible or Values Based investing involves negative screening to avoid investment in companies whose products and/or business practices contradict specific values, or are harmful to individuals, communities, or the environment. Such information is gathered and organized by specialized research groups.

Positive screening seeks to identify companies that are leaders in social and governance practices most closely aligned with an investor's personal values. Examples included companies that make positive contributions to society by maintaining strong environmental practices, produce products that are safe and useful, and maintain operations that respect human rights around the world.

If you would like to integrate environmental or faith based values with your investment decisions, please contact us for a complementary review of the opportunities at 303-485-0488 or e-mail us at


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Check the background of this financial professional on FINRA's BrokerCheck