15 Oct
Sustainable Investing


Ashley Lawver ashley@petixbotte.com


Petix & Botte Financial


We are excited to talk to you about Sustainable Investing!

SUSTAINABLE INVESTING is the deliberate practice of incorporating Environmental, Social, and Governance (ESG) factor analysis into traditional financial analysis. It has evolved from the days of exclusionary screening. Today, greater emphasis is placed on which companies to include, rather than exclude from a portfolio.

It is easier than ever before to invest in funds that have a positive impact on society. In our Sustainable Investing Breakfast Seminar, you will learn about this growing industry that is being fueled by principles and performance. Presentation also includes a current market update by First Trust.

Continental breakfast provided starting at 10 AM. Presentation begins at 10:30 AM. Seating is limited - reserve your spot soon by clicking on the green Register button!

Questions? Call or email Ashley at ashley@petixbotte.com or Angela at angela@petixbotte.com, (619) 698-6500.

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.

First Trust is not affiliated with Petix & Botte Financial or LPL Financial.

Date and Time

Tue, Oct 15, 2019

10:00a - 11:30a PST


Petix & Botte Financial

7777 Alvarado Rd.
Suite 520
La Mesa , CA 91942
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