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Mind of a Millionaire: How to Invest in What You Value; Interview with Dan Carreno

Mind of a Millionaire: How to Invest in What You Value; Interview with Dan Carreno

April 15, 2019
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We have received a lot of questions in regard to socially conscious investing. In other words, how can you invest in companies that parallel your values, whether is from an economic standpoint or a religious standpoint. This week we are joined by Dan Carreno of Change Finance. Dan discusses socially responsible investment options along with ways to find investments that match your personal and family values. 

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SRISocially Responsible Investment [2:03]

ESGEnvironmental, Social, and Governance [2:38]

Impact Investing [3:48]

What’s the screening process for companies with increased litigation risk1? [7:43]

  • What are some examples of companies that don’t meet socially responsible investment standards?

Do all SRIs exclude fossil fuels? [8:20]

What’s the best way to learn about investments that match your values? [15:56]

  • Fossil Free Funds

What’s happening in the palm oil industry? [12:38]

Do socially responsible investments have an effect on portfolio returns? [13:54]

Are you an ESG investor? [19:38]

Do SRIs really make a difference? [23:35]


If you have questions about socially responsible investments or if you would like to discuss your SRI options, give us a call. We do have a socially responsible investment portfolio here at Denver Wealth Management and we would be happy to discuss.

As always, thank you for listening. Make sure to subscribe for a new episode every Monday.


  1. Litigation Risk: Litigation risk is the possibility that legal action will be taken because of an individual's or corporation's actions, inaction, products, services or other events. (Investopedia)

Journal of Sustainable Finance and Investment [17:12]

KLD 400 vs. S&P 500; 1990-2015 [18:24]


The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

No strategy assures success or protects against loss.

All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

Dan Carreno and Change Finance are not affiliated with LPL Financial and Denver Wealth Management.

The FTSE KLD 400 Social Index is a float-adjusted, market capitalization-weighted, common stock index of U.S. equities and is the first benchmark index constructed using environmental, social, and governance (ESG) factors. It is a widely recognized benchmark for measuring the impact of social and environmental screening on investment portfolios and is calculated by the FTSE Group.

The return may be lower than if the advisor made decisions based solely on investment considerations.

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