Sustainable
Investment Strategy

While investing is an important tool for growing your personal wealth, it can be used for so much more. If you’re interested in investing in businesses with values that align with your own, consider a sustainable investing strategy with TCI Wealth Advisors.

Sustainable investing goes beyond the scope of your personal wealth or retirement goals. By investing in organizations with responsible environmental, social, and corporate governance practices, you invest in a positive future for everyone.

At TCI, we can help you create a sustainable investing strategy and portfolio that you believe in.

Impact investing with TCI

Sustainable investing is not new, but investors are growing more conscious of how business practices will impact the environment and generations to come, now more than ever. To meet this need for impact investing, at TCI we create investing strategies that marry sustainability values with investment goals.

Sustainable portfolios

If environmental impact is a key driver in your investment strategy, TCI can help you build a sustainability portfolio of environmentally conscious organizations. We evaluate companies according to factors such as greenhouse gas emissions, EPA citations, toxic spills, and more.

During a strategy or discovery meeting with your trusted TCI advisor, we’ll discuss your values and long-term goals in order to determine if a sustainable portfolio makes sense for you.

Social portfolios

Building a social portfolio based on specific values is another approach to sustainable investing. Rather than overweighting or underweighting positions in a portfolio, this strategy excludes investments that you’d prefer to avoid.

Companies that engage in activities, such as gambling, tobacco, alcohol, and firearms, are often called “sin stocks.” You and your TCI advisor will work to identify to together to identify if a social portfolio aligns with your values.

Live a purpose-filled life

Successful investment returns and socially responsible, ethical corporate behavior can go hand-in-hand. You don’t have to forfeit sound investment principles in favor of sustainable values. By leaning more about your values, we’ll work with you to create a sustainable investment portfolio that you feel good about.

When you choose TCI for your sustainable investing needs, you know that you’re choosing a wealth advisory firm that believes in those practices, too. Our advisors are just as passionate about sustainable investing and making the world a better place.

Why choose TCI as your wealth advisors?

Sustainable investing means investing in progress, growth, and the health of our planet. It also means taking care of the long-term health of your finances. If you’re new to sustainable investing or investing strategies in general, we’re here to help you on your journey.

Your TCI advisor will ask questions, offer expert advice, and help you make informed investing decisions. These decisions and financial behaviors will set you up for a purpose-filled life in the future, and ensure you live a life aligned with your values today.

ESG Investing & Analysis

ESG investing helps build ethical portfolios that align with your personal beliefs. With ESG investing, successful investment returns and socially responsible corporate behavior can go hand-in-hand. Learn how TCI works with you to create a sustainable investment portfolio that works for your goals and values.

Social Core Funds

You don’t have to forfeit sound investment principles in favor of your values. That’s why we include social core funds as part of our investment recommendations. Learn how your trusted TCI advisor will help you through the social core fund investment process every step of the way.