WHAT WE OFFER

Socially responsible funds
Some investors are committed to socially responsible investing. Do you oppose putting your money in funds that invest in tobacco companies? Alcoholic beverages? Weapons? Or are you looking for funds that favor companies that are environmentally friendly or that treat their employees well? All of the preceding?
          The problem with socially responsible investing, however, is that the universe of potential funds is limited. What’s more,  the performance of many of these funds has been mediocre. For that reason, most investors choose to invest in the best funds they can find, socially responsible or not—and give generously to charity.
          But the good news is that the number of these funds has grown—and we’ve been able to identify a handful of them that we believe are superb.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

MUTUAL FUNDS

INDEX FUNDS

SOCIALLY RESPONSIBLE FUNDS

REAL ESTATE


 

 

 




 

 

 

 

 





 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Tweddell Goldberg LLC
East Coast: Phone: 301-650-6567 • Fax: 240-599-1142
West Coast: Phone: 209-536-9734 • Fax: 209-536-9074
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This web site is for informational purposes only and does not constitute a complete description of our investment services or performance. This web site is in no way a solicitation or offer to investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists.