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Who We Are

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Our Team Your Family's CFO Critical Conversations Doing Good

Seasons of Advice Wealth Management Is Inspired to Contribute to the Well-being of Our Community and the World We Live In.

As such, we offer a multitude of ways to facilitate Doing Good.

Stewardship Personal Values PortfoliosSM

Target high-rated environmental, social and governance investments without compromising investment returns.

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Doing Good In the Community

We support our team with days of service credits to encourage their voluntary efforts.

Financial support to various non-profits and charities on a matching basis with the SOA team.

SOA staff and clients have joined together as a team to support certain philanthropies in NYC. Food banks, home restoration and youth education programs, among others.

UNPRI

Being a responsible investor is integral to our business proposition and defines how we act in the marketplace. One component of our investment philosophy is the belief that effective stewardship benefits companies, investors and the economy as a whole. We believe that well-governed companies are better positioned to manage the risks and challenges inherent in business and capture opportunities for growth.
Consistent with our commitment to being a responsible investor and our duty to act in the best interest of our clients, we are signatories to the UN Principles for Responsible Investment (PRI). The principles are as follows:
  1. We will incorporate ESG issues into investment analysis and decision-making processes.
  2. We will be active owners and incorporate ESG issues into our ownership policies and practices.
  3. We will seek appropriate disclosure on ESG issues by the entities in which we invest.
  4. We will promote acceptance and implementation of the Principles within the investment industry.
  5. We will work together to enhance our effectiveness in implementing the Principles.
  6. We will report on our activities and progress towards implementing the Principles.
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