Featured Reports

ESG Data Drives Demand for Sustainable and Impact Investing

Please click on this link to read a recent white paper for Investments and Wealth Monitor by Jeff Gitterman and author/consultant Paul Ellis titled “ESG Data Drives Demand for Sustainable and Impact Investing.”

Read full article

Why ESG is at a Turning Point – Barron’s

Photograph of nighttime in a city with slow exposure light streaks

It’s time for advisors to “get off the sidelines” when it comes to ESG investing. The world has changed.  New data sets are needed to understand how investments may perform over the long-term. While myths persist with respect to performance, ESG is not the socially responsible investing of years ago. In this Barron’s piece, Jeff…

Read full article

Earth Day 2019: Carbon Footprint of a Texas Wildcatter Gone Climate Advocate

The earth aware days have arrived. April 22, 2020 will mark the 50th anniversary of Earth Day. Just as active managers use shareholder resolutions to address corporate governance, social, and environmental change, on the other side of the trade are individuals driving the demand of goods and services. Understanding your personal metrics and carbon footprint…

Read full article

Meet with an Advisor