MAKING A SOCIAL IMPACT

Impact investors include retail clients, high net worth individuals, family offices, universities, foundations, and non-profit organizations. Our goal is to guide our clients by showing them investing opportunities that meet their goals of investing in socially responsible businesses.

Through our NoStressGreen Portfolios, we help our clients that are interested in putting their hard-earned investment capital to work in a socially and ethically responsible manner. For impact investors, it’s not enough just to earn a profit—they seek the double-bottom line. Not only do they measure investment performance by total annual return, but also by the impact that the companies in which they have invested are able to positively affect the communities in which they operate, and the environment on a much larger scale. Our solution for impact investors is a managed portfolio of companies strictly vetted to meet high standards. Some of the investments include:

ETFs, which trade like stocks, and are subject to investment risk.

Equity securities, which may fluctuate in value in response to the activities of individual companies and general market and economic conditions.

Non-diversified mutual funds that focus on a relatively small number of issuers, which tend to be more volatile than diversified funds and the market as a whole.

Fixed-income products that include corporate bonds, municipal bonds, and other types of debt securities.

Companies with large market capitalizations, which can go in and out of favor based on market and economic conditions.

Through these and other types of marketable securities, we strive to help impact investors make good choices with their investment capital.

*Past performance is not a guarantee of future results.