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.
The Delap Difference
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 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.
We share your concerns.
We can align your portfolio as a catalyst for change without adding additional fees.