studio microphone
Podcasts Archive

Manage Your Wealth Responsibly

Seasons of Advice Stewardship Personal Values Portfolios®

Our Stewardship Personal Values Portfolios employ a rigorous process for investing in companies that reflect your personal values and concerns for the issues facing our world. So you can build wealth while making a positive impact on the causes you care about.

Socially Inspired Investing

Socially Inspired Investing takes into consideration a company’s sense of responsibility to the to the earth, its inhabitants and the environment. We believe responsibly managed companies are often better positioned in the competitive marketplace — and better able to provide strong long-term growth.

Stewardship Personal Values Portfolios specially targets 5 areas of concern

  • thermal coal icon

    thermal coal

  • controversial weapons icon

    controversial weapons

  • tobacco icon

    tobacco

  • small arms icon

    small arms

  • palm oil production icon

    palm oil production

A Disciplined and Robust Process — Applying a Higher Standard

*Due to the heightened level of analysis, Seasons of Advice charges an additional 0.10% fee.

†Rating required only at inception. The investment firm must meet the Firm’s alternate criteria if a Sustainalytics rating is not available.

Please see our Form ADV and Wrap Fee Brochure for more information, including a discussion of applicable fees and risks.