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ESG Investing

How We Work

Environmental, Socially aware and Corporate Governance factors are important to many consumers when evaluating the sustainability of lifestyles and positioning the planet for future generations.  Many workplace retirement plans already offer these investment themes using some of the variety of measures to grade corporations both as a static overall "today" measure and in whether they are trending up or down.  Our process is wide and deep; so it does include ESG  investing conversations and evaluations for consumers who wish to learn more and practice ESG concepts in their investment portfolio.