At Truly Aligned, we understand that aligning your investments with your personal values can do more than just grow your wealth—it can make a positive impact on the world. Through our wealth management approach, we create your portfolio to not only work towards your financial goals but to also reflect your ethical and environmental beliefs. With a focus on ESG (Environmental, Social, and Governance) investing, we can help you invest in companies who are making a meaningful difference across the planet, society, and in their corporate practices.
How ESG and Sustainable Investing Can Benefit You
Sustainable investing is about more than financial growth. It involves directing capital toward companies actively striving for a better future. These companies work on reducing carbon emissions, improving energy efficiency, championing fair labor practices, and upholding high standards in governance. By investing in these forward-thinking businesses, you support positive global impact while also benefiting from their economic growth. Studies show that companies excelling in ESG criteria often outperform others, making sustainable investing a powerful strategy both ethically and financially.
Our Approach to ESG and Sustainable Investing
Our wealth advisors see sustainable investing as a pathway to greater fulfillment. We carefully curate investments in companies committed to sustainability, social responsibility, and ethical practices, focusing on organizations that demonstrate long-term resilience and contribute to societal progress. This approach not only aligns your portfolio with your values but also empowers you to see the impact your investments are making in the world.
We offer guidance on how your investments can drive change, helping you feel informed about each decision. Many clients find that knowing their investments are making a difference adds meaningful value beyond financial returns.
How the Process Works
We design customized, diversified investment portfolios that reflect your unique values, risk tolerance, and financial objectives.1 Our team incorporates both professionally managed funds and passive investments, such as stocks, mutual funds, and ETFs, into a strategy that prioritizes ESG factors. This blend of financial growth and social impact helps ensure your investments remain aligned with your personal values.
Our advisors rigorously screen each company for its ESG impact before adding it to your portfolio. You’ll receive ongoing updates and insights into how your investments contribute positively, allowing you to stay informed about the difference you’re helping to create.
The Broader Impact of Sustainable Investing
Sustainable investing can have a ripple effect throughout society. As a shareholder, you may even participate in proxy voting, empowering you to influence how a company addresses ESG concerns. This means you play an active role in encouraging responsible practices across the organizations in which you invest. While larger firms like BlackRock and Vanguard often focus on profit-centric voting, we emphasize sustainable options, so your investments align with your values from every angle.
Personalized Investment Management with a Sustainable Focus
Our wealth management process creates a tailored investment portfolio that reflects your values and financial goals. As markets evolve, our investment team continuously optimizes your portfolio for both financial performance and sustainable impact. You’ll receive regular updates on your portfolio, along with insights and strategic adjustments, all designed to keep your financial path in sync with your personal beliefs.
A Comprehensive ESG Solution
We offer a complete, streamlined approach to sustainable wealth management, handling everything from account setup to tax management. Our process gives you convenient access to your accounts through a personalized financial website, allowing real-time tracking of your sustainable investments. Our wealth advisors regularly review and adjust your strategies to ensure your financial growth contributes positively to the world.
Why Choose Truly Aligned for Sustainable Wealth Management?
At Truly Aligned, we do wealth management with a difference. Beyond financial returns, we focus on aligning your wealth with your values. By choosing sustainable investing, you support positive impact for future generations while achieving a meaningful financial journey that reflects your beliefs.
If you’re ready to experience the positive outcomes of sustainable wealth management, we invite you to begin with our Financial Alignment™ experience.
1 There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Environmental Social Governance (ESG) 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