Seeking out the highest financial return is not our only goal. We also look at the impact that companies have on the environment, how they treat their workers and the community, and the methods they use to earn their profits. Incorporating a more responsible investment approach also doesn’t mean you have to lower your return expectations, as many studies have shown you can earn returns similar to the overall market by utilizing ESG investment mandates. In addition, sustainable investing can be a risk mitigator, with the goal of avoiding firms that violate the ESG principles.

The investment methodology can be applied across all asset classes, and the criteria used to evaluate companies is consistent with our overall fiduciary responsibility. We will work with you on setting up your personal diversified portfolio around what matters most to you, while also making sure your portfolio has the risk and return requirements you are comfortable with.