Impact Investing / ESG

Our customized Values Investing Services

Do to the nature of creating and managing customized portfolios, we ask that prospective clients have at least $500,000 of investable assets, or be qualified as an accredited investor.  If you are interested in a less-customized approach, we may be able to accomodate that.  Just let us know in the following form.

Get a free ESG values report tailored to your preferences

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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 investments.

Investing with impact - a realistic solution.

Investing with impact - a realistic solution.

Once the realm of idealists and environmentalists, Impact Investing is not only becoming mainstream, but many academics and investment managers are beginning to realize that a portfolio of carefully-constructed holdings that meet "best practice" criteria in terms of governance, culture, and social responsibility can provide an opportunity for enhanced long-term performance.

If you have certain preferences regarding what types of investments you'd like in your portfolio, there's no reason you should have to "hold your nose" and invest in something that's not representative of your values. 

We take the complexity out of ESG Investing.

You know what you stand for. You may be concerned about climate change, pollution, 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

Most ESG mutual funds and ETF's resemble an "investment prison." That is, virtually every money manager in the world wants to have a lineup of "socially responsible" funds to appeal to investors. Unfortunately, very few of these offerings are acceptable to all investors. In other words, ESG is not a "one size fits all" method. Careful evaluation and review of fund holdings, or creating your own custom portfolio are what is required to truly make this work.

A large global universe

Most investors simply don't know where to begin. There are many variables to consider, and many different ways of evaluating these variables. It's difficult to get good, objective information on investment choices, whether it's for stocks, bonds, or funds. You need an efficient way to screen for your personal preferences.

Formalizing your preferences

How do you go about developing your personal preferences? You need a roadmap to formalize your values and to implement this into your overall financial strategy. It's not an easy task, but we've simplified it for you.

We've put a lot of thought into these challenges, and have crafted some great solutions for our ESG clientele. From preference evaluation, to screening, to implementation, we've got you covered.

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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 fee, we'll provide the following:

Creation of your custom financial plan, including tax and risk management strategies

Evaluation of your ESG investment preferences

Investment policy incorporating your preferences

Construction and ongoing management of your custom portfolio

An easy-to-use dashboard to help you stay on top of everything

Start Here With Our ESG Preferences Survey

Access Our Exclusive ESG Guide Below

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Investing for Impact: Make a Difference While Pursuing Your Goals

In this ebook, you'll learn the history and key elements of  investing for impact. Considering these crucial details will help make sure your portfolio remains aligned with your personal beliefs and goals.