From 1995 to 2016 SRI assets increased 14-fold to $8.72 trillion, a compound annual growth rate of 13.25%.*

In 2016 SRI assets = 22% of $40.3 trillion professionally managed AUM.*

MSCI tracks over 700 equity and fixed income ESG Indexes.

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 1995 to 2016 SRI assets increased 14-fold to $8.72 trillion, a compound annual growth rate of 13.25%.*
  • In 2016 SRI assets = 22% of $40.3 trillion professionally managed AUM.*
  • MSCI tracks more than 700 Environmental, Social and Governance (ESG) indices.
  • 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…." more

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