Environmental, social, and governance (ESG) investing incorporates your personal values with your financial investments.

We work closely with clients who favor this approach to not only seek financial gain but also support the causes they care about.

ESG has evolved from when it primarily meant not buying the shares of companies in controversial industries such as tobacco, alcohol, firearms, gambling, or atomic energy.

Rather than simply omission from portfolios, ESG standards have broadened to include actively targeting corporations into allocations because of the positive effect they have on not only on the environment, but also social and governance issues such as female executives or child labor in manufacturing hubs.

We take into consideration the impact that companies have on the communities and environment in which they do business.

As ESG investing has matured into a widely followed practice, the research into analyzing companies of all sizes in their corporate stewardship has grown. As a result, the cost to mutual funds or ETFs that offer these criteria has fallen in line with comparable investments that don’t do this screening. You no longer have to pay up to add this layer into your investments.

Let us know if designing a more responsible portfolio is your investment goal.