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Ed Meek
CEO/Investment Advisor

Edge Portfolio Management


State: IL

At Edge, a low client to advisor ratio allows for personal and customized service for each individual.  Our goal is to work as a team for each client to provide not only portfolio management but wealth coordination and financial planning.  We make every effort to have frequent communication with our clients and to provide timely response to calls and emails.  I also enjoy spending time with my wife and three kids, playing and following basketball, playing golf, and participating as an advisory board member for Breakthrough Urban Ministries.

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What To Expect From A Socially Responsible Investment

A small percentage of investors think a socially responsible investment would provide a greater rate of return than what comes from the average stock market investment.  

| BY Kent McDill

Investing in socially responsible companies is not donating; a return on investment is expected.

But do affluent investors that make investments in socially responsible businesses expect the same return on investment they would receive from other, less directed, investments?

The answer for most investors is “yes”.

Spectrem’s new Perspective, titled Investor Perceptions of Socially Responsible and Impact Investing, shows that 51 percent expect an investment in a socially responsible company to yield a return on investment similar to the rest of the stock market.

While 49 percent of investors believe an investment in a socially responsible company would NOT return the same rate as the rest of the stock market, most of those believe the return would be less than the rest of the stock market offers. Only 6 percent of investors would expect a greater return from a socially responsible investment than what they get from the rest of the stock market.

(What types of socially responsible investments do affluent investors like? See the full report here).

Younger investors are far more optimistic about the rate of return on a socially responsible investment. While 63 percent of investors under the age of 36 believe the rate of return would be the same as the overall stock market, 16 percent would expect to see a greater return. That percentage drops as age increases, to where only 4 percent of investors over the age of 64 would expect a greater return.

Less wealthy investors and females are also more optimistic about their return on a socially responsible investment.

In terms of what one would pay to make an investment in an impact investment, 75 percent of investors believe the fees would be the same. However, 22 percent said they would pay less to invest in a socially responsible company, while 3 percent said they would be willing to pay more to benefit a company with good intentions.

Older investors and the wealthiest investors reported they would only invest in a socially responsible company if they would be asked to pay less than they would for other investments.

About the Author

Kent McDill

Kent McDill is a staff writer for Millionaire Corner. McDill spent 30 years as a sports writer, working for United Press International and the Daily Herald of Arlington Heights, Ill. From 1988-1999, he covered the Chicago Bulls for the Daily Herald, traveling with them every day through the nine-month season. He also covered the Bulls for UPI from 1985-88, and currently covers the team for He has written two books on the Bulls, including the new title “100 Things Bulls Fans Should Know And Do Before They Die’, published by Triumph Books. In August 2013, his new book “100 Things Bears Fans Should Know And Do Before They Die” gets published.

In 2008, he resigned from the Herald and became a freelance writer. The Herald hired him to write business features and speeches for the Daily Herald Business Conferences and Awards presentations.

McDill also writes a monthly parenting column for the Herald’s Suburban Parent magazine.

McDill is the father of four children, and an active fan of soccer, Jimmy  Buffett and all things Disney.