Natasha Hale was a socially conscious investor who was interested in aligning her investments with her personal values. Our team of advisors worked closely with Natasha Hale to develop a socially responsible investment (SRI) strategy that focused on companies with strong environmental, social, and governance (ESG) practices.

We recommended a portfolio of SRI mutual funds and exchange-traded funds (ETFs) that focused on companies with strong ESG ratings. We also recommended regular portfolio rebalancing to ensure that the portfolio remained aligned with Natasha Hale’s goals and risk tolerance.

Through ongoing communication and regular portfolio reviews, we were able to help Natasha Hale achieve her financial goals while also making a positive impact on the world. Natasha Hale was able to invest in companies that aligned with her personal values and still achieve her financial objectives.

Client:

Natasha Hale

Date:

January 12, 2018

01. –°hallenge

Natasha Hale was a socially conscious investor who was interested in aligning her investments with her personal values.

02. Solutions

We worked closely with Natasha Hale to develop a socially responsible investment (SRI) strategy that focused on companies with strong environmental, social, and governance (ESG) practices. We recommended a portfolio of SRI mutual funds and exchange-traded funds (ETFs) that focused on companies with strong ESG ratings.

03. Results

Through ongoing communication and regular portfolio reviews, we were able to help Natasha Hale achieve her financial goals while also making a positive impact on the world. Natasha Hale was able to invest in companies that aligned with her personal values and still achieve her financial objectives