Values Based Investing
Ever felt uncomfortable owning a company that had a stance different from your own values? Are you concerned about the sustainablility of the companies you own? Would you like to have your investments be aligned with your values?
At Pine Haven clients can work with us to have an investment portfolio that matches their values with your money. To do this we help clients identify their values and set realistic financial goals. We look to connect our clients money, values and life. As part of this process investors can develop a values based portfolio and we can setup specific screens for use. This is a individualized socially responsible portfolio.
In all of our stock selections, we consider what are called Enviornmental, Social and Governance factors (ESG). Consideration of ESG in investing is important to help determine the long-term viability of a company. The area of ESG investing has taken more prominence in the past few years as both investors and corporations are incorporating ESG factors in their work.