My clients often tell me they want their investments to make a positive impact in the world
I am delighted to help you consider investments that incorporate environmental, social and governance (ESG). Below are some of the different criteria you may choose from when considering impact investing:
Climate Change and Fossil Fuel Aware Investing
You can support the transition to a lower carbon economy by considering your investments in climate solutions, environmental leaders and fossil fuel reserves
Racial Equity Investing
You can help advance racial equity and combat systemic racism through increased investments in companies committed to supporting social and racial equity
Faith-Based Investing
You can align your investment portfolio with principles in accordance with specific religious values
Gender Diversity Investing
You can promote better gender diversity and equality through increased exposure to companies committed to employing and advancing women in high-leadership roles
Negative/Exclusionary Screening
You can screen out investments in companies whose values or products you find objectionable
Community Impact Investing
You may choose to align your investments with companies dedicated to making a positive impact in their communities