Offering sophisticated impact portfolios
so you can do well by doing good
We care about providing you with competitive expected investment returns to help you reach your goals. We also care about society, equality, the environment, and promoting responsible business practices. We have developed a sophisticated investment strategy that is designed to pair these two objectives for investors who want to take a more mindful approach.
Investment Management 101: Setting goals and developing a financial plan
We like to start every client relationship by exploring personal goals and creating a customized financial plan that considers every aspect of the financial picture. The financial plan is a valuable tool that will give us a glimpse of how everything will work together over time and provides a framework for grounded decision making.
Investment Management 102: Setting the right asset allocation
Once the plan is complete and we know how much risk you have to take to reach your goals, we will factor in how much risk you are willing to take and set the long-term asset allocation to cash, stocks and bonds. This step will provide a level of assurance during times of uncertainty because you will know why you are invested the way you are, and that market ups and downs have been accounted for.
Investment Management 103: Diversification
Even with the environmental, social and corporate governance mandate, our portfolios are diversified to include companies operating in all different industries and sizes around the globe. This allows our investors to have an allocation to opportunities with higher return potential while maintaining stability through other, less risky opportunities.
Investment Management 201: Security Selection
While investing in companies that have sound environmental, social and corporate governance practices is important, we also focus on the fundamentals to create a sound investment portfolio for clients. Finding investments with profitable outlooks and manageable risks at the right price provides the foundation of our decision making and only then do we add the extra layer of scrutiny regarding responsible business practices.
Investment Management 202: Tactical Allocations
We follow economic and market trends and tilt the portfolio weightings in an effort to take advantage of opportunities or reduce risks in the portfolio.
Investment Management 203: Re-balancing
Portfolios are re-balanced annually, as market swings cause the portfolios weightings to drift too far from targets, and as targets change based on market conditions.
Investment Management 301: Making the world a better place
We utilize some negative screening to reduce exposure to products, services, companies and countries that have controversial or negative impacts on people and the environment. We also utilize positive screening to incorporate more progressive companies and industry leaders into the portfolio. Some other investments are thematic to promote a specific initiative like equality or environmental sustainability. We also emphasize proxy voting, company and industry level research for best practices, and corporate engagement to promote actual positive change.
Investment Management 401: Discovering financial wellness
Our clients take a financial wellness quiz to track financial well-being. The quiz is a primary way that we measure progress and identify areas that need attention. The topics range from traditional financial planning considerations to how happy you are with work and life.
Investment Management 501: Living your best life
Your best life goals will be our north star for making financial decisions and the inspiration for what will do together.