Invest For Change, LLC
Socially Responsible Wealth Management

DARRON R. STOVER
MBA / President

|   (919) 521-5150   |   Fax: (919) 341-7964   |   Darron@Invest4Change.com
SHAREHOLDER ACTIVISM
Shareholder Activism is one of the ways that you can be a socially responsible investor.  Obviously, the word activism is key, with the word ACTIVE at its very root.  It requires the willingness to actively seek ways of influencing the world we live in though our investments.
  
DO YOUR HOMEWORK
u
Monitor traditional media sources for Social Info on your investments
u You can generally find Social Info on corporate websites
u Search for Social Info from 3rd party sources/watchdog groups
w  i.e. Consumer Protection/Human Rights/Environmental Groups
u Read the Annual Reports provided by companies you invest in
u Monitor the Institutional Owners of companies you invest in
u Pay attention to Charities your investments are involved with
u Talk to people that work at or deal with the companies you invest in
u Seek other shareholders with similar social values to work together

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ANNUAL SHAREHOLDER MEETINGS
Publicly Traded Companies are required to hold Shareholder Meetings at least Annually.

At these Meetings or through proxy, Shareholders have the ability to vote on a number of issues that are placed on the agenda.  Among these issues are the approval of the Board of Directors and Auditor of the Books.  A Company's management may also place other issues on the ballot.

It is also possible for Shareholders to have issues placed on the ballot, although it may take a significant percentage of the ownership to make this happen.

Many Shareholder Meetings also offer sessions of direct dialogue with a company's management team, which can be used to ask questions about social responsibility or to address social concerns.

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SPEAK UP
As a Shareholder, you are an OWNER of the companies that you invest in.  While, it can be more efficient and more noticeable if your efforts are combined with other shareholders, it is your duty as a socially conscious investor to ensure that the companies you own are behaving appropriately.  If they are not, Speak Up.  If you aren't able to directly address management, another choice is to  publicly denounce their decisions and their behavior.

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Securities & Investment Advice offered through FSC Securities Corporation, a Registered Broker/Dealer & Registered
Investment Advisor; Member FINRA/SIPC.  Invest For Change, LLC is not affiliated with FSC Securities Corporation