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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 your personal values and concerns for the issues facing our world ─ without compromising returns. So you can build wealth while making a positive impact on the causes you care about.
Latest Podcast
04.23.2021

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.***

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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 employs a more rigorous assessment than simply selecting funds with SRI labels. Different companies and sectors may face different key SRI risks and opportunities. Our enhanced SRI approach seeks, when constructing asset allocated portfolios we believe will be positioned for strong performance, to include, as well as exclude, companies based on their SRI 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. We also consider whether a fund manager we find appealing is rated as being socially conscious.**

SOA Enhanced Overlay

SOA Enhanced Overlay

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 SRI portfolio offering a full range of asset allocation models from conservative to aggressive.

** 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. We also consider whether a fund manager we find appealing is rated as being socially conscious.**

SOA Enhanced Overlay

SOA Enhanced Overlay

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 SRI portfolio offering a full range of asset allocation models from conservative to aggressive.

** 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.

© 2023 Seasons of Advice Wealth Management