Environmental, social and governance (ESG) investing is a strategy that allows you to put your money to work with companies that align with your values. As it stands today, ESG investing relies on independent ratings and personal research to help assess a company’s behavior, policies, and standards when it comes to environmental performance, social impact and governance.
Our team has worked for years within the ESG space, both with companies, boards of directors and personal portfolio’s. ESG investing is about your values; we meet with each client individually to access these values and educate on how you can integrate ESG factors into your investment processes and stewardship. We then help strategize and build a portfolio aligned with those values, your investment goals and your risk tolerance.