Social-Impact Investing Strategy
Description:
We understand that you may want to use your wealth to help others and make the world a better place. You value social responsibility as a factor when making investment decisions. Social-Impact Investing, sometimes referred to as Environmental, Sustainable and Governance (ESG0, brings together both the fundamental and the practical: your goals for social responsibility and the need to preserve and grow your wealth. |
We can help you by custom developing strategies that only invest in companies and/or ETFs that meet your specific criteria for social responsibility and impact including any environmental, sustainability or political factors that are important to you. Custom strategies created for you will still use our Seven Samurai Risk Model as their foundation, and have the potential, based on historical data, to provide similar or better returns than our Safeguard 1st Strategy. Please do not hesitate to contact us if you have questions about what we can do for you in this area. More detail on Seven Samurai and why it works can be found here. |