Talisman Talk


May 06, 2022

Jennifer Kirby Earns Chartered SRI Counselor™ Designation

By Frank Granizo, Managing Partner, Senior Wealth Advisor |


Talisman Wealth Advisors is proud to announce that Managing Partner and Senior Financial Advisor Jennifer Kirby has earned the CHARTERED SRI COUNSELOR™ (CSRIC®) designation. The nation’s only professional designation specifically focused on Sustainable, Responsible, and Impact (SRI) investing, the CSRIC® designation provides financial advisors with foundational knowledge of the history, definitions, trends, portfolio construction principles, and best practices for sustainable, responsible, and impact (SRI) investments.


According to the most recently published research from the Forum for Sustainable and Responsible Investment (US SIF), a third of professionally managed assets are invested using environmental, social, and governance (ESG) criteria—over $17.1 trillion. Interest in SRI investing continues to grow. According to a recent survey from SmartAsset, close to three in four respondents reported some level of interest in SRI, and about 27% of investors looking for a financial advisor say that socially responsible investing is a “must have.”

On why she pursued the CSRIC®, Jennifer remarked, “At Talisman, not only do we want to offer clients strategies that are compatible with their values, but we believe it is part of our fiduciary responsibility to do so.”

Talisman Wealth Advisors’ process for SRI integration adheres to their goals-based planning process. But in addition to traditional goals and objectives, Talisman works with clients to identify their motivations for SRI investing and the ESG issues that are important to them. Combined with principles of the benefits of diversification of investments and traditional asset classes, these client preferences inform our portfolio construction and monitoring process.

If you are interested in discussing sustainable, responsible, and impact investing as part of your financial goals, let’s talk.


The CSRIC® mark belongs to and is offered through The College for Financial Planning, a regionally accredited institution of higher education accredited by the Higher Learning Commission, or HLC. To be entitled to use this mark, candidates must successfully complete the specialized program and pass a rigorous examination, abide by standards of professional conduct, comply with self-disclosure requirements regarding their professional conduct, and complete 16 continuing education credits per designation within the two-year authorization period.

- Talisman Wealth Advisors (“TWA”) is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Content posted by TWA through this application should not be construed by any consumer or prospective client as TWA’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice. A copy of TWA’s current written disclosure statement as set forth on Form ADV, discussing TWA’s business operations, services, and fees is available from TWA upon written request. TWA does not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

- Investing involves risk of loss including loss of principal. Past investment performance is not a guarantee or predictor of future investment performance. TWA’s communication can contain certain forward-looking statements that indicate future possibilities. Due to known and unknown risks, other uncertainties and factors, actual results may differ materially. As such, there is no guarantee that any views and opinions expressed through this application will come to pass.

- In addition to standard investment risks, a sustainable, responsible and impact (“SRI”) investing strategy using environmental, social and governance (“ESG”) screens limits the types and number of investment opportunities available and, as a result, the strategy may underperform others that do not have an ESG screen. An SRI strategy may result in investing in securities or industry sectors that underperform the market as a whole or underperform other investments screened for ESG standards. In addition, an SRI strategy may result in underweighting or overweighting sectors, style factors or security concentration risk. Companies selected by the managers may or may not exhibit positive or favorable ESG characteristics.