ESG and Sustainable Investment Management
At Truly Aligned: A Wealth Management Firm, we understand that many of our clients are interested in sustainable investing, where personal values align with financial decisions. We manage wealth by making sure your portfolio reflects both your financial goals and your ethical and environmental beliefs. Sustainable investing, also known as ESG (Environmental, Social, and Governance) investing, focuses on companies that positively impact the planet, society, and their governance practices.
What is Sustainable & ESG Investing?
ESG investing goes beyond financial returns. It involves evaluating companies based on environmental initiatives (e.g., reducing carbon emissions, improving energy efficiency, managing water resources), social responsibilities (e.g., fostering diversity, ensuring product safety, promoting fair labor practices), and governance standards (e.g., maintaining board diversity, responsible executive compensation, and transparent reporting). Companies meeting these criteria are forward-thinking and responsible.
Studies suggest that companies excelling in ESG criteria may outperform those that do not. This approach aligns with our belief that investments should not only generate returns but also contribute to a sustainable future.
How We Approach Sustainable Investing
Our wealth managers view sustainable investing as more than just a strategy—it’s a commitment to building a better world. We focus on companies that are not only viable today but have the potential to thrive for generations, creating a positive impact on society. Our investment philosophy prioritizes a long-term, diversified approach that offers confidence while aligning with your values.1
We provide education on how sustainable investing can contribute to a better future, helping you make informed choices. For many, the reassurance of knowing their investments could contribute to a positive impact is as valuable as financial returns.
How Our Process Works
We design custom, diversified portfolios using both professionally managed funds and passive investments, including stocks, mutual funds, and ETFs. Our wealth advisors seek to align your investment choices with your financial objectives and personal values. This alignment can lead to a greater sense of peace and fulfillment.
Our team carefully screens companies for their ESG impact before including them in your portfolio. We assess how these companies contribute to environmental protection, social well-being, and ethical governance. We also provide ongoing education and updates, keeping you informed about the impact of your investments.
The Impact of Sustainable Investing
Sustainable investing can have a positive ripple effect across society. As a shareholder, you may participate in proxy voting, giving you a say in how a company is run. This process empowers you to encourage better environmental, social, and governance practices within the companies you invest in. While large firms like BlackRock and Vanguard often focus solely on profits, we prioritize sustainable options, aligning your investments with your values.
Personalized Investment Management with ESG Integration
Our wealth management process begins with a detailed risk assessment to create an investment portfolio that matches your unique risk tolerance, financial objectives, and personal values. As markets fluctuate, our wealth managers continuously monitor and optimize your investments, incorporating ESG factors to ensure that your portfolio aligns with sustainable growth and impact.
We provide timely updates on your portfolio, insights into market trends, and strategic adjustments like tax-loss harvesting to maintain efficiency. Our approach adapts to your changing financial needs, whether it’s funding education, purchasing a home, or preparing for retirement. By emphasizing sustainable investing, we strive to align your investments with both your financial goals and broader societal well-being. Our wealth advisors handle all the complexities, allowing you to focus on achieving your dreams with confidence.
A Comprehensive, Turnkey ESG Solution
We handle every aspect of sustainable wealth management—from account setup and asset transfers to tax management, ensuring that everything aligns with your accounting needs. You’ll have seamless online access to your accounts through a personalized financial website, allowing real-time tracking of your sustainable investment progress. This integration enables our wealth managers to regularly review and adjust your strategies to align with evolving financial and ESG goals.
Our turnkey approach ensures that your portfolio not only delivers financial returns but also aligns with your ethical beliefs, creating a meaningful impact. By managing all the details, we enable you to focus on what truly matters, knowing that your investments are driving both personal success and societal change.
Why Choose Truly Aligned for Wealth Management?
Unlike traditional firms that focus solely on returns, our wealth managers emphasize aligning your wealth with your values, including sustainable investments. Our goal is to help you build a portfolio that not only grows wealth but also fosters a sustainable future. Effective wealth management should reflect your values and aspirations, creating a meaningful financial journey.
Ready to Align Your Wealth With Your Life?
If you’re interested in sustainable wealth management, we invite you to begin with our Financial Alignment™ experience. This holistic, value-driven approach helps us understand your values and create a wealth strategy that aligns with them.
Schedule a consultation today and discover how aligning your wealth with your values can lead to a more fulfilling financial journey. At Truly Aligned: A Wealth Management Firm, we’re here to guide you toward a meaningful and empowered future, ensuring that your wealth supports your life’s greater purpose.
1There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
(ESG) / 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
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