SRI is structured

SRI is structured as a private club where members share their investment opportunities. Members can get information pertaining to an investment directly from the proposing member. If the investment is good, SRI may work with the proposing member to provide guarantees for both the investment capital and return.

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investment philosophy

SRI tailors portfolios to each member’s needs, considering their risk tolerance, goals, time horizon, income needs, tax status, and net worth. While members can set restrictions, portfolios are adjusted as they age. SRI may rebalance or redesign portfolios based on performance or changing allocations to ensure alignment with objectives

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