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Home / What We Do / ESG: Socially Inspired Investing

Manage Your Wealth Responsibly Using the SOA Enhanced ESG Approach

The Stewardship Personal Values PortfoliosSM

Designed to help our clients meet their financial potential responsibly. We believe investors can “do well by doing good.” Seek attractive returns by investing in companies that reflect a concern for the social and environmental issues facing our world.

Latest Podcast
04.01.2020

ESG Factors — Key Drivers of Value

In addition to aligning with a client’s sense of responsibility to the earth, its inhabitants and the environment, responsibly managed companies are often better positioned in the competitive market place — and better able to provide strong long-term growth.

Applying a Higher Standard

Seasons of Advice Personal Values PortfoliosSM employ a more rigorous process than our standard portfolios for assessing ESG factors — without compromising your return goals.

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1
Morningstar Sustainability Rating

We begin with funds and ETFs in the top two tiers of the Morningstar Portfolio Sustainability rating, which measures how well companies within a portfolio manage environmental, social and governance risks and opportunities.

2
SOA Enhanced ESG Overlay

To identify companies that meet our higher standards, we apply a rigorous overlay that targets six areas of concern, looking to eliminate holdings that score more than 5% in any or all areas of concern.*

3
SOA Stewardship Portfolio

The final universe is a competitive and diverse one, allowing us to build a customized, low-cost ESG portfolio offering a full range of asset allocation models from conservative to aggressive.

*Due to the heightened level of analysis, Seasons of Advice charges an additional 0.1% fee. Please see our Form ADV for more information, including a discussion of applicable fees and risks.

© 2020 Seasons of Advice Wealth Management, LLC