Investors have different core values and varying perspectives on environmental, social, and governance (ESG) issues. Whether it is described as socially responsible, mission-related, faith-based, green, or sustainability, the bottom line is the investors’ desire to align their investments with their values.
IW Financial's Wealth & Values Processsm enables wealth managers to effectively deliver sophisticated customized values- based solutions and provide the same high level of service and results clients have come to expect. IW Financial’s consulting team works in much the same way that lawyers, accountants, or philanthropy consultants do-as an integrated part of your wealth management team. We serve as trusted advisors to you and your clients providing sophisticated values- based solutions that are easily implemented within your investment management process. This allows you to offer a new set of high touch services and customized, sophisticated strategies while staying focused on your core capabilities.
To learn more about our wealth management services contact us.