When you set up a planning practice in Denver, a city of health enthusiasts and environmentally attuned residents, you have to expect that some clients will want to invest in ways that match their social aims.

But socially conscious investments — which might exclude alcohol, tobacco or defense stocks, among others — are in the eye of the beholder, says Matt Papazian, chief investment officer and co-founding partner of Cardan Capital Partners.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access