Impact Investing

For many of our clients, it is important that their investments align with their own personal values. This type of investing is referred to by various terms including Environmental, Social & Governance (ESG) based investing, faith-based investing and socially responsible investing. We have access to a broad array of solutions – private managers, ETF’s, mutual funds - for you. Below are two examples:  

• Natixis Investment Managers - Customizing Client Accounts to Reflect Personal Values and Environmental, Social & Governance Considerations
• Calvert Calvert Research and Management - A global leader in Responsible Investing