Investing with Purpose: Custom ESG stock Portfolios

October 1, 2023

BSW continues its legacy in Impact investing with our custom-built ESG stock portfolios. For more than two decades, we have been at the forefront of Impact investing, evolving our ESG portfolio ingredients to align with the changing world. Our Values Aligned portfolios are meticulously crafted based on your beliefs to make a targeted impact.

Investing Aligned with Your Values

At BSW, we understand that investing is a deeply personal endeavor. That’s why our Values Aligned portfolios are designed to offer transparent, accountable, and measurable positive change. Using advanced technology and comprehensive data sources, we create quantitatively sound and thoughtful Values Aligned stock portfolios that resonate with your convictions.

Who We Are: Impact through Technology

Our approach is powered by cutting-edge technology. We use sophisticated data sources to ensure investment decisions are rooted in meaningful Impact. Transparency and accountability are the cornerstones of our Values Aligned portfolios, bringing ESG impact investing full circle for BSW and our exceptional clients.

Tailored ESG Solutions for Investors

Our ESG portfolios are offered in the form of separately managed accounts (SMA) at Schwab or Fidelity, providing efficient trading and personalized investment management. Whether you’re passionate about environmental sustainability, gender equality, or human rights, your passions drive your investments. Through detailed conversations, we ensure your portfolio reflects your ideals.

Ready to invest with purpose?
Contact us to learn more about our tailored Values Aligned portfolios and start making a positive impact through your investments.

This blog is created and authored by BSW Wealth Partners, Inc., a Public Benefit Corporation (“BSW”) and is published and provided for informational purposes only.  The opinions expressed in the blog are our opinions and should not be regarded as a description of services provided by BSW or considered investment, legal or accounting advice.  Certain information sited is from third-party sources and while we believe the information to be accurate and true to the best of our knowledge, we cannot guarantee its accuracy as there may be certain unknown omissions, errors or mistakes.  Use of third-party information, including links, is in no way an endorsement by BSW.  The views reflected in the blog are subject to change at any time without notice. Nothing on this blog constitutes investment advice, performance data or any recommendation that any security, portfolio of securities, investment product or investment strategy is suitable for any specific person.  Please remember that past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by BSW), or any non-investment related content, made reference to directly or indirectly in this blog post will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.  Not all BSW clients will have the same experience within their portfolio(s) and certain topics discussed in this blog may not apply to all clients or investors.  Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions.  Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from BSW.  To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing.  BSW is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice.  A copy of BSW’s current written disclosure statement discussing our advisory services and fees is available upon request.