Broker Check

Sustainable Investing

Client Centered

Our mission is to take a responsible approach to investing, one that systematically considers environmental, social and corporate governance and ethical factors across entire portfolios.

The biggest misconception is that social investments underperform. According to the University of Oxford’s meta-study report, 80% of the studies show that stock price performance of companies is positively influenced by good sustainability practices. The study also found that 88% of the research shows that solid ESG practices result in better operational performance of firms.

At Financial Partners of TN, LLC, we strive to align your personal values with your investments to help make a positive difference in the world. Our investment approach will consider environmental, social and governance (ESG) factors in portfolio selection and management. We call this our High Impact Portfolios (HIP). Our HIP models involve ESG analysis along with the usual financials when evaluating potential stocks.

ESG analysis allows us to gain insights into a company’s environmental focus, social issues and governance practices.



This involves research into how a company may positively or negatively impact the Earth by looking into the following:

  • Resource Management
  • Climate Change
  • Carbon Emissions
  • Energy Efficiency
  • Water Scarcity


This involves consideration of the company’s business relationships and working conditions by analyzing:

  • Workplace Policy
  • Labor Standards
  • Product Integrity
  • Community Impact


You may want to know that a company uses accurate and transparent accounting methods and do not engage in illegal practices. The following are evaluated:

  • Executive Pay
  • Employee Relations and Pay
  • Accounting and Reporting
  • Board Structure

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss. There is no guarantee that a company with a strong ESG score will outperform a company with a lower ESG score. An ESG fund’s policy could cause it to perform differently compared to funds that do not have such a policy. The application of social and environmental standards may affect a fund’s exposure to certain issuers, industries, sectors, and factors that may impact relative financial performance — positively or negatively — depending on whether such investments are in or out of favor.