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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. So you can build wealth while making a positive impact on the causes you care about.

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.

Stewardship Personal Values Portfolios specially targets 5 areas of concern

  • thermal coal thermal coal
  • controversial weapons controversial weapons
  • tobacco tobacco
  • small arms small arms
  • palm oil production palm oil production

A Disciplined and Robust Process — Applying a Higher Standard

<h2>A Disciplined and Robust Process — Applying a Higher Standard</h2>
<h2>A Disciplined and Robust Process — Applying a Higher Standard</h2>

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

†The investment firm must meet the Firm’s alternate criteria if a Sustainalytics rating is not available.

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

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