What is Common Interests?
Common Interests is an independent family wealth management practice that’s all about empowering financial wellness… but with a twist. They bring years of experience, knowledge, and integrity to the table, while keeping a humble and service-oriented approach. What really sets them apart? Their commitment to doing things in a socially responsible way. This means they don’t just focus on numbers—they focus on values, too. If you want to check their credentials, FINRA’s BrokerCheck has their background available for review.
The Main Benefit: Socially Responsible Investing
At the heart of Common Interests’ approach is Socially Responsible Investing (SRI). This isn’t your typical investment strategy. They overlay a values system on top of traditional financial metrics, making sure every portfolio aligns with Environmental, Social, and Governance (ESG) principles. Here’s a quick snapshot:
- B Corp Score: 148, reflecting a strong commitment to social and environmental performance.
- ESG Focus: Environmental impact, social responsibility, and corporate governance.
- Client Commitment: Confidential guidance, listening closely, working collaboratively, and building trust.
- Location: Metuchen, NJ, with easy access and personal service.
Values-Based Investing: What Does It Mean?
Values-based investing is more than just a buzzword here. It’s about making sure investments do good while doing well. Common Interests screens companies based on how they perform in environmental, social, and governance categories. They want to be part of the solution, not the problem. So, when they pick investments, they look at things like a company’s carbon footprint, how they treat their employees and communities, and whether they follow good corporate governance practices. It’s investing with impact, plain and simple.
Environmental Responsibility
When it comes to the environment, Common Interests takes a proactive stance. They carefully evaluate the environmental impact of their investment choices. The goal? To support companies that are working towards sustainability and reducing harm to the planet. It’s about being part of the solution, not adding to the problem. This means avoiding investments that contribute to pollution or environmental degradation and instead backing those that innovate in clean energy, conservation, and responsible resource management.
Social and Governance Factors
Social responsibility is another key pillar. Common Interests digs into how companies treat their employees, engage with local communities, and handle conflicts. They want to support businesses that foster positive social environments and ethical practices. On the governance side, they look for companies with strong leadership, transparency, and accountability. Good governance means companies are run well, with integrity and a focus on long-term success. Together, these factors help ensure investments align with ethical standards and contribute to a better society.
Project Impact: Linking to Sustainable Development Goals (SDGs)
- SDG 8: Decent Work and Economic Growth – promoting fair labor practices and economic inclusion.
- SDG 12: Responsible Consumption and Production – encouraging sustainable business operations.
- SDG 13: Climate Action – supporting investments that address environmental challenges.
- SDG 16: Peace, Justice, and Strong Institutions – fostering transparency and good governance.
- SDG 17: Partnerships for the Goals – building collaborative relationships for sustainable impact.
Client Commitments and Accessibility
Common Interests isn’t just about numbers and values—they’re about people. Their commitments to clients include confidential financial guidance, truly listening to individual needs, working alongside clients, and building trusted relationships. It’s a partnership, not a transaction. Plus, they make it easy to connect, with a Metuchen office and options to schedule appointments online. Whether you want to ask questions or dive deep into your financial wellness journey, they’re ready to help.
