What is it?
As we transition to a more sustainable economy, environmental, social and governance (ESG) factors are becoming an increasingly important consideration in portfolio risk management. Beyond the inclusion of these themes in the fundamental analysis of a company’s viability and long-term success, many of our clients are looking to achieve their stated goals while investing in a way that aligns with their values.
The introduction of transparent sustainability metrics has allowed for us to prudently research fund companies that consider these factors, while staying aligned with our core investment mandate centered on diversification and asset allocation. While sustainable or ESG-focused funds broadly incorporate these factors, others are specifically focused on themes such as climate change, the clean energy transition or workplace diversity and inclusion.
Asset Allocation, which is a method of diversification that positions assets among major investment categories, does not guarantee a profit or protection against a loss.
Why do we care?
As financial advisors, we share the belief that companies and industries that lead in socially aware governance, advanced innovation and technology will continue to be highly regarded and rewarded for their efforts. On a personal level, our firm members are passionate about these values and are excited to work with our clients as these themes increasingly impact our investment and planning process.
CPA, CFP®, CLU®, RICP®, CDFA®
SENIOR PARTNER
ChFC®, RICP®
SENIOR PARTNER
CFP®, ChFC®, CLU®
SENIOR PARTNER
ChFC®, RICP®
PARTNER
CFP®, RICP®, ChFC®
PARTNER
216
Combined Years Experience
1.148
Billions of dollars in assets
(as of 7/27/2022)
42
Years of Serving Clients
