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.
We don't talk about sustainable investing because it's the latest hot topic. We're not following a popular trend. Every investment you make, every dollar you spend, and every decision you make has impact. We aim to help you maximize positive impact and alignment with your personal values while striving to achieve your most important personal and financial goals.
At the end of the day, we call this sustainable planning because it includes alignment across your ENTIRE plan. Helping you achieve congruence and overall alignment across your life - between your values, your savings, investments, charitable giving & philanthropy, your community, and your lifestyle.
We think that sustainability has to do with leaving the world a better place than you found it. A better world for our children and grandchildren. The United Nations lays out 17 goals for sustainable development which offer a framework for sustainable investing. These goals have to do with climate change and working to preserve our oceans and forests but also address global issues like poverty, hunger, education, health, gender equity, etc. Our approach is designed to align with these broad sustainability goals. With a focus on the environment and drawing on the work of leading scientists, our approach targets measurable sustainability goals while seeking broad diversification, efficient cost management and higher expected returns.
Many companies are serious about the environment and sustainability but trying to identify them so you can invest in them can be daunting. The series of Sustainability Portfolios we offer clients have been through a rigorous screening process to ensure that you are investing in a broad array of U.S. and international publicly-traded corporations – corporations that are committed to a greener, environmentally sustainable future, so you can be confident that your money will be invested in companies which: