Popular investment strategies such as index investing and ESG (environmental, social, and governance) investing may not always align with your values; and finding investments that do can be an arduous task.
I take the time to understand your values and help build an investment strategy around your priorities.
In the past, shareholder returns were often the sole focus of investment managers and their investors. Today, there is a larger focus on certain values. It is my belief these don’t have to be mutually exclusive priorities.
I believe values should be a part of the investment process. But they should be your values, not those of someone else.
Let's talk about what that might look like for you.