When it comes to your finances, some things are too important to compromise. When you align your values with your investments, the potential to make a difference is enormous — for yourself, for your community, even for the world at large.
Aligning Your Values With Your Finances
We help clients make investments where good corporate practices and growing their wealth are not mutually exclusive. Part of that is creating well-diversified investment plans to deliver solid risk-adjusted performance by investing in companies with positive performance among environmental, social, and governance (ESG) criteria.
Investing sustainably and responsibly does not mean sacrificing your own financial success. In fact, according to Morningstar, U.S. investors poured $20.6 billion into funds focused on ESG themes in 2019.
As Fiduciaries, we are committed to your end result: a portfolio designed to serve your values with the goal of delivering expected rates of return for your chosen level of risk.
By implementing our goals-based financial planning philosophy, our clients focus on achieving their hopes and dreams for the future, as well as making contributions toward improving the world for a better tomorrow.
What is ESG Investing?
Environmental
Environmental criteria might measure a company’s conservation efforts, pollution, and water conservation.
Social
Social factors may include worker health and safety, privacy and security, and community involvement.
Governance
Governance criteria may refer to shareholders’ rights, transparency, ethics, and fraud.
Environmental, Social & Governance Today
ESG investing is mainstream now; investors have many options to align their investments to where they want to see the change in the world.
And although it can be difficult for individual investors to decipher between what companies are good through the various forms of ESG criteria used to set them apart, you don’t have to face this alone. Our firm has been involved in ESG investing since way before it was even called values-based investing.
Social and environmental change is happening at light speed. Global warming, shifting demographics and the emerging technologies are reshaping our planet. Today’s investments directly impact what the world will look like tomorrow.
Sustainable Investing
If you’re interested in learning more about ESG & Sustainable Investing, download our brochure.
