Parsec Financial now offers its clients the option to engage in socially
responsible investing (SRI) with a Parsec SRI portfolio, an equity- and fixed-income portfolio
that can be combined to create any desired asset allocation while prioritizing companies
selected using a socially responsible screening process and funds with a social or sustainable
mandate. This new offering helps reinforce Parsec’s ongoing dedication to providing a
personalized wealth management approach for its clients.
“Our clients have expressed an interest in SRI, which we took seriously and are happy to
provide them with this portfolio option going forward,” said Parsec CEO Rick Manske.
“Especially right now with New Year’s Eve resolutions front-of-mind we hope that many people
take advantage of this new sustainable investment portfolio.”