Investment Solutions.
We offer wealth advisory services, including portfolio management (primarily through separately managed accounts), robo portfolios, financial counseling, and institutional portfolio options through open architecture to service families like yours.
We believe that material environmental, social and governance (ESG) characteristics are an important driver of long-term investment returns from both an opportunity and a risk mitigation perspective. We also understand that for many of our clients the impact of their portfolio is an important consideration in conjunction with investment performance.
We collaborate closely with our clients and industry peers to build awareness and encourage broader disclosure. Across our investment platform, SPW looks for opportunities to engage on ESG issues and trends, and to support clients to increase the impact of their investments. We measure our success through sustained improvement in our ESG expertise.
ESG investing can be employed in a variety of ways to help generate enhanced returns as well as to implement non-financial objectives within a portfolio. We believe our approach not only benefits our clients but can also support better-functioning communities and generate positive impacts for the world as a whole.