What if your investment strategy could positively impact your life and your community? At Pell Wealth Partners, we believe in the power of Impact Investing and the profound effect it may have on the world and on your life. Impact Investing allows our clients to invest in companies that can generate positive social and environmental change.
At Pell Wealth Partners, we offer Impact Investments as part of a broadly diversified portfolio. We believe that environmental and social sustainability are key drivers of innovation and competitive advantage, and that knowing which companies are sustainable allows you to invest not only with your head, but also with your heart.
Investors could experience increased risk when limiting investment choices to a specific industry sector that may or may not perform as well as other industry sectors. Investment products, including shares of mutual funds, are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal andfluctuation in value.