Express your values.

Today, there's no reason you should have to "hold your nose" and invest in something that's not representative of your values.  Although not for everyone, Environmental, Social and Governance (ESG) investing can be a rewarding way to ensure that your money is consistent with what you stand for.  Whether it's avoiding certain practices, or encouraging others, our expertise and experience in these strategies will help you to feel good about your portfolio.

Additionally, certain ESG factors can indicate companies that are "best-in-class" overall, and that may perform financially better than their peers over time.

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It's maddeningly simple, yet complicated.

You know what you stand for.  You may be concerned about climate change, or pollution, or tobacco usage, or corporate cultures and equality.  Everyone has their personal list of preferences and things they would rather not be associated with.  Understanding this is pretty simple.  The tough part is actually incorporating your values into your investments.  The average investor does not have access to the tools and research required to really do this right.  Values investors are faced with three major challenges:

Investment Prison

Your current portfolio is most likely imprisoned by the stodgy practices of mutual funds, banks, and investment firms.  Even your 401(k) doesn't represent your values.  Although SRI/ESG/Impact investing is growing, investment options are still not widely available, and many of the packaged options that exist today are SRI in name only.


A Large Global Universe 

Most investors don't know where to begin.  There are simply too many variables to consider...and it's difficult to get good, objective information on investment choices, whether it's individual stocks, mutual funds, or ETF's.  Your personal screening criteria will have a big impact on your universe of choices.


Formalizing your Preferences

You need a road map to formalize your personal preferences and to include them into your overall financial plan and investment strategy.  It's not a simple task, but one that is managable and we can help.


Relax, we've got this.

As a fee-only wealth management firm with a specialty in Values-Based Investing, we will help you develop your personal wealth plan incorporating your SRI/ESG preferences. For a very reasonable flat fee, we'll provide the following:

  • Creation of your custom financial plan, including tax and risk strategies
  • Evaluation of your ESG investment preferences
  • Investment Policy incorporating your preferences
  • Construction of your portfolio and ongoing management / monitoring
  • An easy-to-use dashboard for you to stay on top of everything.
Start Here with our ESG Preferences Survey
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