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Green Investing


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“Is your investment portfolio in line with what you believe?”

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“Green Investing” is also known as “Sustainable Investing” or “Socially Responsible Investing.”

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At the Klaus Financial Group, we believe you can invest properly; prudently; according to your financial needs AND AT THE SAME TIME invest in line with your deeply held beliefs.

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Our “Green” strategies focus on 3 main factors:

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Environmentally Friendly

  • Air Emissions & Air Quality
  • Energy Use and Conservation
  • Natural Resources and Land Use
  • Waste Management and Water Quality

Socially Responsible

  • Labor Standards and Employee Relations
  • Production Quality and Safety
  • Local Community Impact
  • Equal Employment Opportunities
  • Health Care, Education and Housing Services

Ethical Governance

  • Ethical Business Practices
  • Board Independence and Diversity
  • Voting Rights
  • Executive Pay vs Employee Pay
  • Account and Tax Transparency

Our Investment Strategies

We offer “Green” strategies for the Conservative, Moderate and Aggressive Investor.

  • Income with Capital Preservation
  • Income with Moderate Growth
  • Growth with Income
  • Growth
  • Aggressive Growth

Learn More About Green Investing


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Eric Klaus

Ronald Castro

With over 25 years of experience on “Wall Street” – PaineWebber, Merrill Lynch, Bank of America, Ameriprise – Eric founded the Klaus Financial Group based upon a simple principle – “We’re here to help.”

Born in Chicago, Eric grew up on Long Island, NY, attended the University of Richmond in Virginia and has called Tampa Bay his home since 1998. Eric has been married to his wife Jennifer for over 20 years, and has three children that are the pride of his life – Kennedy, Eryn and Ben.

Klaus Financial Group