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Conscious Investing
Invest in alignment with your values.
We believe you shouldn’t have to choose between strong returns and personal ethics. Conscious Investing allows you to grow your wealth while supporting the causes and industries you care about. Whether your focus is clean energy, social equity, or sustainability, we can help you build a portfolio that reflects your priorities.
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What It Is
Conscious Investing is an area we are aligned with. Whether it be for narrow interests or broad, there are many indices and managers available to position you in a manner that meets your personal ethics. Examples include the S&P 500 Index Excluding Fossil Fuels (SPYX), iShares Global Clean Energy (ICLN), and others that work well with our strategies. You can invest well, and be true to yourself at the same time.
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The Process
The Conscious Investing Planning process is very similar to the Investment and Estate Planning processes. Information is gathered and analyzed; potential changes are developed; a plan of action is presented, and you can implement those changes you are comfortable with. Periodic review is recommended.
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Costs
Due to its extensive nature, these planning services may involve a flat-fee charge beyond our investment advisory fees.
