Elizabeth Wendt
Alliant Retirement and Investment Services
773-462-2380
investment-services@alliantcreditunion.com
Sustainable investing is an approach that incorporates environmental, social, and governance (ESG) issues when building an investment portfolio, while encouraging companies to improve their ESG risk-management practices.
Join us to discuss the strategies of building wealth responsibly without sacrificing investment principles.
Presented by:
Krystian Cieplucha, CFA
Financial Consultant - Alliant Retirement and Investment Services
Socially Responsible Investing (SRI) / Environmental Social Governance (ESG) investing has certain risks based on the fact that the criteria excludes securities of certain issuers for non-financial reasons and, therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.
Krystian Cieplucha is a registered representative with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Alliant Credit Union (ACU) and Alliant Retirement and Investment Services (ARIS) are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using ARIS, and may also be employees of ACU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, ACU or ARIS. Securities and insurance offered through LPL or its affiliates are:
CA Insurance Lic# 0H27312