Socially Responsible Investing (SRI) Wealth Management for Private and Institutional Investors

Deirdre Mary McElroy has been beating the drum in the field of Responsible Investing since she began her advisory practice in 2000. 


She provides equity, balanced and fixed income portfolios for values-based investors working directly with private and institutional clients, and through intermediaries where most effective. 


Through LPL Financial, Deirdre brings a robust range of SRI investment services with competitive fees for qualifying investors. The minimum portfolio amount for SRI fiduciary accounts is $100,000.