From January 2016 to January 2018 SRI assets increased 38% to $12.0 trillion.*

As of January 2018, SRI assets = 26%, or 1 in every 4 dollars of total U.S. AUM under professional management.*

$108+ Billion in institutional, retail and exchange-traded fund assets were benchmarked to MSCI ESG Indexes as of March 2018.

Morningstar-Sustainalytics ESG globe rating system tracks over 20,000 mutual fund portfolios worldwide.**

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Customized Coaching
and Training

Whether you’re a solo practitioner or manage a team, incorporating sustainable investing into your practice can help you . . .

  • Increase revenue by 10-15% with existing clients during the first year.
  • Increase high value client acquisition and galvanize marketing plans by appealing to a new market segment.
  • Appeal to mainstream investors with a combination of traditional and ESG products.
  • Attract institutional investors who understand their fiduciary role as long-term asset managers.
  • Increase practice equity value.

Why Sustainable
Investing?

You can benefit from one of the fastest growing trends in financial services:

  • From January 2016 to January 2018, SRI assets increased 38% to $12.0 trillion.*
  • As of January 2018, SRI assets equals 26%, or 1 in 4,  of US professionally managed AUM.*
  • $108+ billion in institutional, retail and exchange-traded fund assets were benchmarked to MSCI ESG Indexes as of March 2018.
  • The Morningstar/Sustainalytics ESG globe rating system tracks over 20,000 mutual fund portfolios worldwide.**

Take advantage of my 15 years of expertise in sustainable investing and my 25 years as a successful CFP and Franchise Advisor.

For more information or to schedule a complimentary consultation, contact me today.

* US SIF Foundation: Report on U.S. Sustainable, Responsible and Impact Investing Trends 2016: http://www.ussif.org
**MSCI: www.msci.com

Testimonial

"When an important client asked one of my team to incorporate more sustainable investing into her portfolio, I asked Paul for help. With his expertise, we were able to present the client with a sophisticated SRI analysis that impressed her…." more

— Geri Pell, CFP, MBA, President, Pell Wealth Partners.
Featured in Barron’s rankings of “Top 100 Women Financial Advisors”