Haven Life “Pride Month: LGBTQ+ friendly investing”

Haven Life is a life insurance experience that rethinks how people financially protect the ones they love by making this process simple, affordable and enjoyable. A diverse team of professionals are dedicated to creating this experience to directly address clients’ needs and interests. Haven Life additionally offers blogs to their clients and wider audience, covering topics like life insurance, disability insurance, wellness, and money in general.

In this article on LGBTQ+ friendly investing, Haven Life addresses money in terms of the LGBTQ+ community, and how we can all be of support through ESG investing. This article covers:

  • ESG investing
  • How to get started with socially conscious investing
  • How to find investment funds that support the LGBTQ+ community
  • Other ways to support the LGBTQ+ community financially

ESG investing stands for “environmental, social and governance investing”. Haven Life describes it as one of the most common sustainable investment categories, which leads inventors to focus their investments on companies that may be ranked positively in terms of environmental and social impact.

As a financial planner interested in ESG investing, Diane Bourdo, a Certified Financial Planner™ professional and president of The Humphreys Group, an all-women owned and run wealth management firm based in San Francisco, contributes to the article with advice for investors doing research around ESG investments that benefit the LGBTQ+ community. “People need to start by figuring out what’s really important to them,” she explains, “It’s not just what you want to screen out, but also what you want to screen in.”

Additionally, she suggests getting clear on values for investors to decide which companies they want to support, “If I want to invest in a company,” says Bourdo, “I want to know that it’s thinking about its footprint and its place in the climate discussion.” Like Bourdo’s example of climate-centered values, investors might be interested in a variety of areas of impact to invest towards, including racial justice, gender equality, and LGBTQ+ rights.

The Humphreys Group is a women-owned and women-operated wealth management firm based in San Francisco, California. The firm offers highly focused financial planning and disciplined asset management to a range of clients. Their expertise is helping women in transition navigate their particular challenges — such transitions as marriage, divorce, widowhood, inheritance, or that first stock option grant. Their passion is helping their clients take control of their own financial lives and get smart about money.

 

Diane Bourdo, CFP®
Diane Bourdo, CFP®

Diane Bourdo is the President of The Humphreys Group. Diane has dedicated her life’s work to helping women make smart financial decisions. For nearly 30 years, she has developed investment management and financial planning strategies that allow her clients to create lives that reflect their values. Diane was named an InvestmentNews 2020 Women to Watch and has been recognized in Forbes, SF Chronicle, NY Times and more for her work and writing.

Diane Bourdo, CFP®
Diane Bourdo, CFP®

Diane Bourdo is the President of The Humphreys Group. Diane has dedicated her life’s work to helping women make smart financial decisions. For nearly 30 years, she has developed investment management and financial planning strategies that allow her clients to create lives that reflect their values. Diane was named an InvestmentNews 2020 Women to Watch and has been recognized in Forbes, SF Chronicle, NY Times and more for her work and writing.

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