Invest In A Future You Believe In

Learn how you can build wealth with sustainable and responsible investing.

Invest In A Future You Believe In

Learn how you can build wealth with sustainable and responsible investing.

Invest In A Future You Believe In

Learn how you can build wealth with sustainable and responsible investing.

Sustainable Investing

Sustainable and responsible investing is available to all interested wealth management clients.

In fact, we believe in sustainable investing so much so that we are now using well-vetted sustainable funds in just about all of our portfolios, unless clients request otherwise.

The reason is the increasing body of research that demonstrates that companies that are effectively addressing ESG issues have been shown to perform better on a variety of financial metrics, including having a lower cost of capital. Essentially, the market recognizes that these companies are lower risk and rewards them accordingly. We also believe in rewarding companies that are being more effective stewards of the environment and who are committed to advancing important social and governance goals.

In brief, sustainable investing is smart investing.

Our approach aligns with our overall investment philosophy and focuses on utilizing low-cost investment vehicles that have been screened for environmental, social and governance (ESG) criteria.

Take a look at some of the research that demonstrates the outperformance of ESG investment strategies.

Environmental, Social And Governance Criteria

ENVIRONMENTAL

Climate Change & Carbon Emissions

Air & Water Pollution

Energy Efficiency

Waste Management

Water Scarcity

Biodiversity & Deforestation

Social

Gender & Diversity Policies

Human Rights

Labor Standards

Employee Engagement

Customer Satisfaction

Community Relations

governance

Board Composition

Executive Compensation

Audit Committee Structure

Bribery & Corruption Policies

Lobbying Activities

Political Contributions

While our focus is on rewarding firms who score well across all relevant ESG criteria, we are also able to offer options to clients who want to focus on specific themes in their investing such as clean water, gender diversity, and sustainable agriculture.

To Learn More About Our Sustainable Investing Services,

we encourage you to connect with one of our advisors today.