Address
243 Scalehouse Loop Suite 5B,
Bend, OR 97702
Get in touch
(541) 678-5475
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Responsible investing is an investment approach that seeks to deliver strong returns and risk management while making a positive impact.
Responsible investing includes the assessment of environmental, social and governance (ESG) criteria alongside traditional investment research in making investment decisions. ESG criteria help uncover an investment’s exposure to, and management of, important risks, opportunities and potential controversies.
ENVIRONMENTAL
Example: Waste Management
Innovative packaging can help reduce waste while driving down material and transport costs.
SOCIAL
Example: Health and Safety
Corporate programs promoting health and safety may mitigate unexpected costs caused by workplace injuries (eg., medical expenses, workplace disruption, productivity loss).
GOVERNANCE
Example: Board Diversity
Companies with the most ethnically diverse boards worldwide have been 43% more likely to experience higher profits than the least diverse companies.
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HOURS
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ADDRESS
243 SW Scalehouse Loop, Suite 1A,
Bend, OR 97702
PHONE
A Registered Investment Advisor
Investment Advice is offered through Cascade Financial Strategies, a registered investment advisor licensed in Bend, Oregon, California and Idaho (We also operate in other states under the "de minimis" exemption, meaning having five or fewer clients within that state).
An investment advisor or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state’s investment advisor or IA rep requirements; and follow up, individualized responses to consumers in a particular state by investment advisor or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, shall not be made without first complying with the state’s investment advisor or IA rep requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of an investment advisor or IA rep, please do not hesitate to contact your state securities law administrator. Cascade Financial Strategies