Hinckley Investments ("Hinckley is a registered investment advisory firm. Hinckley provides investment management, financial planning and investment advisory services to individuals and institutions. The firm has grown rapidly through strong investment performance, exceptional client servicing and a personalized approach to portfolio management and financial planning. Hinckley is regulated by the Securities and Exchange Commission ("SEC") and must adhere to the Investment Advisers Act of 1940. Hinckley and its employees must act as fiduciaries for their clients. Perthe SEC, a fiduciary must act for the benefit of the person to whom he/she owes fiduciary duties, to the exclusion of any contrary interest (1). Hinckley requires that all employees sign a code of ethics and read the firm's ethics manual All employees are required to put clients' interests first, to provide full and fair disclosure of all material facts and to expose all conflicts of interest to clients. Joe Phillips and Samantha Williams head s socially responsible investment practice. Socially responsible investing ("SRI") is also known as socially conscious or impact investing. SRI is an investment strategy which seeks both financial return and social good. Investments are reviewed for social governance and environmental factors in addition to investment and financial considerations. Hinckley is a leader in SRI investing. Over the past five years, nearly 75% of its new clients joined Hinckley because of the SRI investment opportunity. Hinckley charges clients a 1% annual fee for its investment management services. The management fee is charged as a percentage of the client's portfolio value. A $100,000 portfolio would be charged $1,000 Several years ago, Joe and Samantha created an investment SRI screening filter to identify potential stocks for investment. The filter includes traditional financial factors and metrics such as a company's expected earnings growth rate, historical returns, dividend yield, beta and balance sheet strength. The filter excludes industries with poor environmental records such as oil companies. Companies that pass the initial filter are further researched. Joe and Samantha review the financial outlook for each company and estimate future earnings and dividend growth to estimate the stock's intrinsic value