Sustainable Planning & Investing
Aligning your investments with your values is just the beginning
We think that your entire financial plan should be a reflection of who you are and how you think. With overall alignment throughout your plan the potential to make a difference is enormous — for yourself, your community, even the world at large. At the end of the day, we call this sustainable planning because it includes alignment across your ENTIRE plan.
We work with Investment Managers that seek out companies making good decisions when it comes to the environment, employees, society and, of course, their profitability. We view potential investment opportunities for our clients through the lens of environmental, social and governance (ESG) factors. How we can improve the lives of our clients, and our world, is a frequent discussion topic at Copper Leaf Financial and we’ve learned the solution lies in an all-encompassing approach when it comes to financial planning.
The ultimate goal of all sustainable investing is to deliver both financial and purposeful-driven outcomes. As such, it can mean investing in ethical funds for stronger local communities, sustainable energy or environmental sustainability, and the list goes on. To become a responsible investor, you only need to decide which sustainable-investing options best match your values and priorities.
Our investments integrate ESG and sustainability metrics into choosing the right fit for you. The series of Sustainability Portfolios we offer have been through a rigorous screening process by our investment managers to ensure that you are investing in a broad array of U.S. and international, publicly-traded corporations – ones which are committed to a greener, environmentally sustainable future. This way, you can be confident that your money will be invested in companies that appeal to your way of thinking.
Sustainable Planning & ESG Investing Resources
- Dimensional Funds: Responsible Investment Statement
- Dimensional Funds: The Sustainability Opportunity
- 2020 Report on US Sustainable and Impact Investing Trends
- Principles for Responsible Investing
- The Forum for Sustainable and Responsible Investment
- AICPA Podcast Series: Sustainable Investing
Do something wise today
Schedule a time for a free consultation.