Values-Aligned Investing

SRI...ESG.... What's It All Mean?

Check out our webinar recording where we're fact-checking sustainable investing strategies.

Today, there are many investment strategies and tactics to align your values with your money, but it doesn't have to be complex. Kay Kramer and Steve Dixon from Birchwood Financial Partners walk you through a presentation and discussion on Sustainable Investing and how to incorporate these ideas into your own investment strategy.

In this 30-minute online webinar, we hope that attendees complete the webinar with a better understanding of SRI investing and how it can be integrated into their investment portfolio.

In this webinar, you'll learn:

The difference between SRI, ESG, SDG and more
Information about sustainability as an investment method
How to work sustainable investments in to your portfolio

Webinar Presenters

Kay Kramer

Kay Kramer, co-founded Birchwood in 1990 to create a firm dedicated to lasting, productive relationships with clients. Kay and the Birchwood team use their extensive knowledge and team collaboration to help clients achieve their goals. Kay is passionate about sustainable, responsible, impact investing and philanthropy.

Steve Dixon

Working with individuals to manage their portfolios, Steve Dixon takes a long-term, disciplined approach with a bias toward protecting against downside risks. He focuses on diversification and making sure Birchwood clients are in a position of not having to react to what’s going on in the markets. Whether the markets are going up or down, Steve strives to establish portfolios that help create a stable path.

Both Kay and Steve have extensive experience in this area, and Birchwood is a leading financial advisory firm in the Twin Cities with expertise in Sustainable Responsible Impact investing.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Birchwood Financial Partners, Inc. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Birchwood Financial Partners, Inc., an SEC Registered Investment Advisor. Birchwood Financial Partners, Inc. is not affiliated with or endorsed by the Social Security Administration or any government agency, and is not engaged in the practice of law. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the States of AZ, CA, FL, IA, IL, MN, NC, NY, TX, WI or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.

Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. The inclusion of any link is not an endorsement of any products or services by Birchwood Financial Partners, Inc. All links have been provided only as a convenience.