Match Your Investments to Your Values

Strategies aimed at providing better outcomes for society.

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Do You...

... support local businesses?
... recycle?
... volunteer in your community? 
... donate to worthy causes?

If you answered “yes” to any of these questions, then sustainable investing may be for you.

What Is Sustainable Investing?

Sustainable investing is an increasingly popular investing strategy that:

  • Allows you to invest consistent with your personal values
  • Aims to provide better outcomes for society
  • Focuses on environmental, social, and governance (ESG) factors
  • Complements traditional investment analysis and objectives

The strong interest in sustainable investing has led to strong growth in flows and assets, and the long-term drivers suggest sustainable investing is here to stay.

To help clients invest their values, our fiduciary Registered Investment Advisory firm has introduced sustainable-investing portfolios.

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How We Build Sustainable Investment Portfolios

We help mitigate ESG risk and overall investment risk through diversification, investing in a broad range of issues.

We perform traditional investment analysis to enhance long-term, risk-adjusted returns.

Measuring ESG Success

Our in-house investment team follows a five-step process for selecting sustainable investments that includes identifying, screening, and performing due diligence on potential investments.


We use objective, quantifiable metrics to determine the ESG impact of our sustainable portfolios.
Compared to our traditional portfolio benchmarks, they feature:

  • Lower total ESG risk
  • Less carbon intensity
  • Less fossil fuel involvement
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About Investment Returns

  • The returns for sustainable portfolios will be different from traditional portfolios.
  • Over a reasonable time frame, returns from sustainable portfolios should be competitive with returns from traditional portfolios.
  • A desire to align investment dollars with personal values should lead the decision to invest sustainably.

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We offer a complimentary 30-minute call to discuss your objectives and how we may help.

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