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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.
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.
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.
Clients who wish to fully customize the large cap portion of their ESG-inspired portfolios can select from the following screens:*
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).**
For clients who desire additional screening. we eliminate mutual funds and ETFs holdings that have more than 5% of the following areas of concern:***
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.
Clients who wish to fully customize the large cap portion of their ESG-inspired portfolios can select from the following screens:*
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).**
For clients who desire additional screening. we eliminate mutual funds and ETFs holdings that have more than 5% of the following areas of concern:***
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.
Seasons of Advice Wealth Management
120 West 45th Street, 14th Floor
New York, NY 10036
Phone: 855 MY-SEASONS | (212) 977-3111
Email: info@soawealth.com
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