Wealth isn’t just a number on a financial statement to you. It’s an asset you use to create positive outcomes for others and the world around you. Enter ESG investing.
The Delap Wealth Advisory Difference: ESG Investing
An increasing number of our clients are focused not just on their investment returns. They want to align their investment decisions with bigger goals. These goals often include a company’s impact on climate change or carbon emissions, water use or conservation efforts, anti-corruption policies, board member diversity, human rights efforts, and community development. Some ESG funds screen out “sin stocks”—companies with significant revenue from alcohol, tobacco, pornography, or gambling.
Screening investments using environmental, social, and governance criteria is called ESG investing. It’s also referred to as sustainable investing, responsible investing, impact investing, or socially responsible investing.
At Delap Wealth Advisory, we share your concerns.
We can align your investment portfolio as a catalyst for change without adding additional fees. Our experienced wealth management team will work with you to create a customized investment plan that integrates environmental, social, and governance considerations.
Are you ready to align your investments with your values? Let’s build a sustainable future together while achieving your financial goals. Contact us today to learn more about our ESG investing services.