ESG Investing & Analysis

ESG investing, which stands for “environmental, social, and governance,” is an investing philosophy that investors use to build ethical portfolios that align with their personal beliefs. It is also sometimes called “ethical investing.”

ESG investing is becoming a focus for many investors, as they realize that successful investment returns and socially responsible corporate behavior can go hand-in-hand. When you choose TCI for your ESG investing needs, we’ll work with you to create a sustainable investment portfolio that works for your goals and values.

About ESG Investing

ESG investing is a broad term that encompasses several different subcategories of sustainable investing, including socially responsible investing (SRI), values-based investing, ethical investing, impact investing, and more.

What these investing strategies all share is a consideration of an investment’s positive returns, but also its environmental, societal, and corporate governance practices. When you begin ESG investing with a trusted advisor at TCI, you’ll get expert guidance on investing in three areas:

1

Environmental

An organization’s environmental impact is often the top priority for our clients. How an organization mitigates its greenhouse gas emissions is a key driver. We also evaluate other factors such as energy use, recycling, potential emissions from fossil fuel reserves, and more.

2

Social

How a company treats its employees, its community, and society as a whole is another important factor in ESG investing. We investigate an organization’s safety standards, community involvement, employee relations to gauge a company’s societal impact.

3

Governance

Also known as corporate governance, the governance component involves how a company is run. We analyze the diversity of a company’s board of directors, ethical business practices, the leadership team, and its long-term sustainable goals.

ESG investing not only creates an ethical portfolio: it can also reduce portfolio risk, lead to more complete investment analyses, and make you feel good about your investing strategy.

Why choose TCI as your wealth advisors?

When you choose TCI to begin ESG investing, you know that you’re choosing a wealth advisory firm that believes in investing with purpose, too. Our advisors are just as passionate about making the world a better place through ESG investing.

If you’re new to ESG investing or building a portfolio in general, we’re here to help you on your journey. When you work with a TCI advisor, they’ll offer you expert advice and help you make informed investing decisions. You’ll walk away from each meeting feeling confident and excited about your new ESG investing strategy and financial future.

A team approach

At TCI, we work as a team to ensure that your needs are met and that your sustainable investment plan fits your wishes. We also make sure that you have every expert needed to help develop a plan that’s guided by your current (and future) cash flow. From estate attorneys to tax experts, we have a wide network of professionals here to support you.

A fee-only firm

TCI is an independent, fee-only firm, which means that you’ll work with a dedicated team who knows your situation and accounts intimately. As a fee-only firm, you’ll have transparency on the feesassociated with your plan, and you won’t have to worry that our advice is based on commissions or hidden fees.

To learn more about ESG investing and our comprehensive financial planning services, contact our team of wealth advisors today. Fill out the form below or call us at (877) 733-1859 to have an advisor contact you.

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