Sustainable Investing

What is Sustainable Investing?

Sustainable investing is a strategy that strives to align your personal values with your investments while making a positive social and environmental impact. This can also be done for investment funds of Non-Profit organizations and Foundations to match and support their missions.

Sustainable or Socially Responsible Investing incorporates Environmental, Social and Governance (ESG) analysis. 

ESG Analysis Enables us to Gain Insights into a Company's:

Environmental Focus

Resource Management, Climate Change, Emission Reduction

Social Issues

Workplace safety and equity, Product Integrity, Community Impact

Governance Practices

Executive Comp, Reporting, Board Structure, and Accountability

High Impact Portfolios (HIP)

Our High Impact Portfolios aim to align your investments with your social and environmental values and are comprised of stocks, bonds, mutual funds, and Exchange Traded Funds (ETF's) that can serve as a cornerstone of a well- balanced portfolio. Our High Impact Portfolios have a dual objective of providing competitive returns while pursuing a positive impact on society and the environment.

There is a growing base of evidence that suggests environmentally sustainable companies, socially responsible, and have positive screens for corporate governance and diversity in executive leadership outperform funds that do not share this focus. We help clients set and implement clear goals aligned with their needs, values, and objectives. We strive to be a leader in sustainable and responsible investing.

Environmental Social Governance (ESG) investing has certain risks based on the fact that the criteria excludes securities of certain issuers for non-financial reasons and, therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.

Ready to Get Started?

Schedule your Initial Meeting Here

Schedule your Initial Meeting Here

Our Investment Planning Process:

Our Investment Planning Process starts with getting to know you. Investing is personal, so before we set up an investment portfolio for you, we want to get to know you. We want to know your financial goals and personal values that you may want to incorporate into your investments. It is also important for us to understand your time horizon for these funds and your tolerance for volatility and risk. This all starts with a conversation to get to know you.