Your Money. Your Conscience. Your Prosperity.^SM

The greening of America has become more than just a trend; we believe growing mainstream acceptance and significant government investment herald a major paradigm shift among corporations and investors alike. Recognizing this important transformation, Collins Capital Management, Inc (CCMI) recently launched what we believe is a unique Socially Responsible Investment (SRI) model portfolio that provides our clients the opportunity to participate in developments in various areas such as: sustainable alternative energy, resource efficiency, green building trends and environmentally friendly consumer goods and services.

Our Philosophy:
At Collins Capital Management, Inc our core philosophy has always been that when it comes to investing, you should “know what you own and why you own it”. The “why” has become even more important as investors embrace Socially Responsible Investment as an important part of an intergenerational wealth strategy. The CCMI SRI Model portfolio provides an innovative answer to your personal “why” by taking care of the “how”.

Our Process:
Socially Responsible Criteria meet Disciplined Fundamental Analysis^SM

Collins Capital Management, Inc (CCMI) has developed a proprietary 3 part process to identify companies that meet Environmental, Social and Governance (ESG) criteria, are fundamentally sound and represent good current value. In this way we give our SRI investors an opportunity to accomplish their sustainable investing goals as well as create prosperity for their future needs.

1) Fundamental Analysis:

As with all securities included in our CCMI model portfolios, the securities included in our SRI portfolio have been vetted against a proprietary list of 14 fundamental measures to ensure that your portfolio not only supports values that are important to you, but gives you the best opportunity to create long term prosperity.

2) SRI Criteria Matrix©:

CCMI has developed a Social Responsibility Criteria Matrix© that identifies companies that meet certain Environmental, Social and Governance (ESG) measures including human rights, fair trade practices, moral and other considerations. Your Advisor will work closely with you using this tool to create a portfolio tailored to your individual values and standards.

3) Technical Indicators:

The last step in the process measures each security against several select technical indicators that allow your manager to choose the appropriate time to buy each security.

Of course, there are no guarantees that any investment process will yield excellent returns; but the fundamental and technical measures developed by our founder, Sheila Collins, over her 30 year career in conjunction with the Social Responsibility Criteria Matrix© provides a structured method that is deployed in a disciplined and consistent manner by our experienced portfolio managers. This provides our clients with an excellent opportunity for long-term success.

Customization:
Put your money where your conscience is.^SM

Understanding that each investor defines “Social Responsibility” in their own way, according to their conscience, CCMI utilizes an in-depth Financial Profile and Risk Tolerance discovery questionnaire to identify the ESG criteria that are important to you. We then help you express the findings as a diversified portfolio you can feel good about.

Whether you wish to support corporations that demonstrate:

• Good corporate governance through responsible employee programs and fair trade policies
• A commitment not to facilitate alcohol, tobacco or gambling in product or service lines
• Significant contributions to environmental conservation
  
• Commitment to developing alternative energy technologies for America’s future needs

Our experienced managers can develop a portfolio that respects your individual values and standards. It is all about you: Your Money, Your Conscience and Your Prosperity^SM. Let us develop a customized portfolio for you that respects all three.

Walking the Walk:
CCMI is proud to offer SRI services as an integral part of our own sustainability initiative. As we move toward creating a greener company with a consistent approach to conservation and waste reduction, we demonstrate our own commitment to sustainability in our annual Corporate Sustainability Report. For more information and to read the current report please click here.