Derek Eckert, CFP®, CEBS, managing director at Syntropy Wealth Management, recently opened an office at 7500 Rialto Boulevard, Building 1, Suite. 250, in Austin. He completed the U.S. Forum for Sustainable & Responsible Investment’s Fundamentals for Sustainable and Impact Investment training course, which helps educate and enhance an advisor’s ability to incorporate socially responsible investing (SRI) into investment portfolios and client conversations.
“Investing in a socially responsible, or green, portfolio can help you reach your financial goals and help keep your environmental ethics intact,” says Eckert, who completed the training in July. He urges investors, “Join the revolution. Over $8 trillion is invested in socially responsible funds, and every dollar helps move the world to a more sustainable place,” he explains.
For more information, call 512-872-7572 or visit SyntropyWealth.com.