ESG / Socially Responsible Investing
Investing that reflects what matters to you.
Align your portfolio with your values.
Schedule a meetingWhat you get
A portfolio screened against the ESG criteria you actually care about.
Transparency on every underlying fund’s ESG methodology and holdings.
Performance reporting alongside traditional benchmarks.
Regular reviews as ESG standards and your priorities evolve.
My approach
ESG is a spectrum, not a binary. Some clients want a hard screen; others want to tilt toward better-rated names. I help you figure out where on the spectrum you actually sit.
How the engagement works
- 1
Values conversation
We talk through what "values-aligned" actually means to you — climate, governance, diversity, or something else.
- 2
Screening design
I build screens that reflect your priorities, not off-the-shelf ESG labels.
- 3
Portfolio construction
We construct the allocation using funds that pass your screens without over-concentrating.
- 4
Ongoing monitoring
I track portfolio holdings for drift from your stated criteria.
Common questions
- How do we start?
- We start with a 30-minute introductory conversation. No cost, no pitch — just a chance to see whether we’re a fit for what you’re working on.
- What does this cost?
- Fees depend on scope. I’ll outline the full cost structure during our intro call so you can decide if it makes sense to move forward.
- Do you work with people outside my state?
- I can work with clients in states where I’m properly registered. The footer lists every state on my registration.