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Manage Your Wealth Responsibly

Seasons of Advice Stewardship Personal Values Portfolios®

We believe investors can “do well by doing good.” Our Stewardship Personal Values Portfolios employ a rigorous process for investing in companies that reflect a concern for the social and environmental issues facing our world. So you can build wealth, while making a positive impact on the causes you care about.

Latest Podcast
04.23.2021

Environmental, Social and Governance (ESG) Factors
– Key Drivers of Value

ESG factors measure a company’s sense of responsibility to the 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 longterm growth.

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Environmental Concerns

Environmental Concerns

  • Climate Change
  • Greenhouse gas emissions
  • Energy efficiency
  • Waste and pollution
  • Resource scarcity
  • Biodiversity
  • Carbon/fossil fuel footprint

Social Concerns

Social Concerns

  • Human rights
  • Community impact
  • Employment and labor practices
  • Consumer protection
  • Heath and safety
  • Animal welfare

Governance Concerns

Governance Concerns

  • Shareholder alignment
  • Executive compensation
  • Board independence
  • Business ethics
  • Accounting

Applying a Higher Standard

The Stewardship Personal Values Portfolios® encompass a broader array of issues and employ a more rigorous assessment than most standard ESG portfolios. Different companies and sectors may face different key ESG risks and opportunities. Our enhanced ESG approach seeks to include, as well as exclude, companies based on their ESG performance, providing a comprehensive asset allocation that can target causes that are important to you.

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Personal Values Screens

Personal Values Screens

Clients who wish to fully customize the large cap portion of their ESG-inspired portfolios can select from the following screens:*

  • Reduce Greenhouse Gas Emissions
  • Defund Pipelines on Indigenous Land
  • Invest in Disability Inclusion
  • Invest in Companies That Support LGBTQIA+
  • Divest From All Fossil Fuels
  • Invest in Women Leaders
  • Fight Deforestation
  • Invest in Ethical Supply Chains
  • Divest From Dark Money
  • Support Refugees
  • Divest From the Prison Industrial Complex
  • Invest in Racial Justice
  • Divest From Weapons
  • Support Animal Welfare
  • Divest From Big Tobacco
  • Heart Healthy

Morningstar Sustainability Rating

Morningstar Sustainability Rating

We begin with the third-party investment research of Morningstar® Direct to select mutual funds and ETFs with a Morningstar® Sustainability rating of above overage or better. Where a Morningstar Sustainability rating is not available, we research whether an investment we would select has an ESG mandate (Sustainable Investment – ESG Fund Overall or Socially Conscious ratings through Morningstar® Direct).**

SOA Enhanced ESG Overlay

SOA Enhanced ESG Overlay

For clients who desire additional screening. we eliminate mutual funds and ETFs holdings that have more than 5% of the following areas of concern:***

  • Tobacco
  • Palm Oil
  • Thermal coal
  • Small arms
  • Controversial weapons
  • Animal testing

Your SOA stewardship personal values portfolios

Your SOA stewardship personal values portfolios

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.

* Services provided by an unaffiliated SEC Registered Investment Adviser, OpenInvest Co. (“OpenInvest”) as a sub-adviser. Clients with assets managed by OpenInvest pay an additional fee of up to 0.20%.

** Visit www.morningstar.com for more information.

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

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

Personal Values Screens

Personal Values Screens

Clients who wish to fully customize the large cap portion of their ESG-inspired portfolios can select from the following screens:*

  • Reduce Greenhouse Gas Emissions
  • Defund Pipelines on Indigenous Land
  • Invest in Disability Inclusion
  • Invest in Companies That Support LGBTQIA+
  • Divest From All Fossil Fuels
  • Invest in Women Leaders
  • Fight Deforestation
  • Invest in Ethical Supply Chains
  • Divest From Dark Money
  • Support Refugees
  • Divest From the Prison Industrial Complex
  • Invest in Racial Justice
  • Divest From Weapons
  • Support Animal Welfare
  • Divest From Big Tobacco
  • Heart Healthy

Morningstar Sustainability Rating

Morningstar Sustainability Rating

We begin with the third-party investment research of Morningstar® Direct to select mutual funds and ETFs with a Morningstar® Sustainability rating of above overage or better. Where a Morningstar Sustainability rating is not available, we research whether an investment we would select has an ESG mandate (Sustainable Investment – ESG Fund Overall or Socially Conscious ratings through Morningstar® Direct).**

SOA Enhanced ESG Overlay

SOA Enhanced ESG Overlay

For clients who desire additional screening. we eliminate mutual funds and ETFs holdings that have more than 5% of the following areas of concern:***

  • Tobacco
  • Palm Oil
  • Thermal coal
  • Small arms
  • Controversial weapons
  • Animal testing

Your SOA stewardship personal values portfolios

Your SOA stewardship personal values portfolios

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.

* Services provided by an unaffiliated SEC Registered Investment Adviser, OpenInvest Co. (“OpenInvest”) as a sub-adviser. Clients with assets managed by OpenInvest pay an additional fee of up to 0.20%.

** Visit www.morningstar.com for more information.

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

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

© 2021 Seasons of Advice Wealth Management