Rise Financial Provides New Socially Responsible Investment Advisory Service – PR Newswire (press release)

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BERKELEY, Calif., July 11, 2017 /PRNewswire/ — There’s been an explosion of assets pouring into socially responsible investment (SRI) solutions.  According to the US SIF Foundation, the total assets under management using socially responsible strategies was $8.7 trillion at the start of 2016, an increase of 33% since 2014.  Moreover, the number of companies and investment products that are socially conscious continues to rise. There are now 181 SRI mutual funds and 39 exchange-traded funds in the U.S.

At the forefront of this growing trend is Rise Financial, a new financial advisory firm that opened its doors for business today. Even though Rise Financial is new, it has deep roots in socially responsible investing in the San Francisco Bay Area. It’s founder and CEO, Ken Ancell, has worked in the investment industry for over 30 years, 15 of those as a financial advisor investing in companies and solutions that look to make a difference through positive social and environmental change. 

“I started Rise Financial not to capitalize on the growing trend in the industry, but to help individual investors in the community make positive social changes,” stated Ancell. “Our goal at Rise Financial is to promote social causes through responsible investing while at the same time helping people save for their future.”

Rise Financial offers individual, families and institutional investors a broad array of solutions to help meet their financial goals, including investment management, estate planning, charitable giving, tax planning, insurance services and retirement planning. The firm offers a wide selection of socially responsible investment options as part of their portfolio planning services.

“I’ve been in the industry for many years,” noted Ancell, “and I’ve never seen such a high demand by clients for investment products and solutions that make a difference socially, environmentally or economically. There’s been a groundswell of interest, and given the uncertainty in the current political environment, both nationally and globally, I think the demand is only going to increase over time.”

For more information about Rise Financial, please visit www.risefinancial.com

Securities and Investment Advisory Services are offered through Geneos Wealth Management, Inc. Member FINRA/SIPC

 

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