Over the past year, we have added an equity subadvisor to many of our clients’ portfolios for those accounts over $1 million. In doing so we asked our clients if they wanted to apply one or more socially responsible investment (SRI) screens to their investment strategy and, if so, which one(s). We also invited our clients to let us know which stocks, if any, they wanted to avoid. The following is a summary of the responses.
Contact MCS
Toll Free 800-525-8808
Phone 541-345-7023
750 NW Charbonneau St. Suite 201
Bend, OR 97703
79 Centennial Loop
Eugene, OR 97401
© 2021 MCS Financial Advisors, LLC. The information on this website does not describe every aspect of our investment advisory services nor does it contain all of our performance records, and it is intended for residents of the United States. Information provided is obtained from sources we believe to be reliable but is not guaranteed. Past results are not indicative of future performance. For more information, view our Form ADV Part 2 or our Privacy Policy. MCS Family Wealth Advisors® is owned by MCS Financial Advisors, LLC (MCS), an investment adviser registered with the United States Securities and Exchange Commission. We only conduct business where properly registered or exempt from registration.
