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Specializing in retirement planning and personalized investment management.

ESG & Personal Preferences

ESG & Personal Preferences

ESG & personal preferences are the only constraints that are self-imposed.

ESG Preferences

ESG stands for Environmental, Social and Governance, and is basically an updated way of saying "socially conscience" or “sustainable” investing from 10+ years ago. ESG Investing incorporates the following into its investment selection process.

Environmental: how a company performs as a steward of the natural environment, including energy consumption, water management, pollution, and other environmental issues.

Social: how a company manages relationships with employees, suppliers, customers, and the communities in which it operates.

Governance: dealing with a company’s management, including executive pay, board composition, transparency and shareholder rights.

ESG investment choices are growing due to consumer demand. The cost (expense ratio) of these funds used to be on the higher side but have decreased recently making them more attractive. ESG funds, due to their screening process, are less diversified than traditional asset class funds.

We can incorporate ESG investing into most asset classes within your portfolio.

Personal Preferences

Maybe you inherited a stock that you’re not ready to sell yet. Maybe you just love owning Amazon, Apple or Disney. Or maybe you just made a side bet that you still want to own. Whatever it is, it’s something personal to you, and you want to continue holding it. As long as it doesn’t affect the portfolio too much, we can usually accommodate these investments.