Values-Based Investing

Client Centered

If living a life authentic to your values is important to you, then that could impact your investment decisions. We can help you deploy your financial resources strategically in alignment with what matters most to you.

Values-based investing encompasses a broad range of approaches to investment strategies, lifetime gifting, and estate planning. Some investors want to focus on particular social goals (for example, empowerment of women and girls); others may want to focus on environmental priorities (for example, human contributions to climate change).

Other investors may want to incentivize corporate best practices more broadly around environmental and social governance concerns. Companies that deliver superior organizational performance across the full scope of environmental, social, and financial dimensions might also be likely to deliver superior shareholder returns over time.

Different things matter to each of us. Are you looking for investment strategies aligned with your goals and values? Strategies that incentivize business organizations to make important changes in how they touch the planet and its people? Are environmental and social governance considerations important?

If transformational social, environmental, and economic change matter to you, alongside financial performance, let us tailor suitable wealth management approaches to help you pursue a financially resilient future.

Values based investing has certain risks based on the fact that the criteria excludes securities of certain issuers for non-financial reasons and, therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.