FA Center: Why some ESG-friendly financial advisers are careful about mixing politics and portfolios

Advisers who specialize in socially responsible investing tend to love what they do. They want to make the world a better place while making money.

With passion to burn, it’s no wonder that many of these advisers walk the talk. Beyond just helping clients invest in social change, they support progressive causes more directly by attending rallies, signing petitions and endorsing political campaigns.

That’s fine if financial planners have like-minded clients. But some individuals seek an expert who excels in portfolio management, tax planning or other technical skills — and may not necessarily share the adviser’s views on sensitive political matters such as reproductive rights or favoring a far-left presidential candidate.

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