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Trailhead Planners

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You don't have to check your values at the door to invest responsibly.

Many of our clients prefer to invest according to various social or sustainability factors.  When requested, we can create personalized investment portfolios that honor your most deeply-held values while still meeting our rigorous diversification and risk-management standards. 

Invest Consciously

Many of us were taught that our values are important everywhere but our financial lives. That mindset is changing. Investing according to a socially responsible framework has become a responsible way to ensure we do not compartmentalize our values from our investment decisions. Trailhead Planners helps its clients employ Socially-Responsible Investing (SRI) or Environmental, Social, and Governance (ESG) factors in their portfolios so that their investment choices are coherent with their personal values and aspirations for our global community.

Invest Sustainably

Sustainability is shifting from a simple environmental consideration to a systematic way of analyzing a company. Is a coal or oil company sustainable when solar becomes more viable every year? Will a company that lacks diversity be able to appreciate shifting demographic and consumer patterns? Will governments and consumers someday regard sugar water companies to be as unethical as cigarette companies? These questions and more lead us to consider socially-responsible factors when putting together an investment portfolio.

Invest Responsibly

Socially-responsible investing has often been dismissed as a heartfelt endeavor that lacked the potential for long-term investment returns. However, the modern and more standardized way of investing according to Environmental, Social, and Governance (ESG) factors has displayed the capacity to improve returns over the long-term, not detract*. In other words, you can invest consciously and soundly at the same time. 

Interested in learning more? Setup a free introductory phone call:

Schedule a Free Intro Call

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