Bringing you live news and features since 2006 

Seasons of Advice Wealth Management launches SOA Stewardship Portfolios


Seasons of Advice Wealth Management (SOAWM), an independent registered investment adviser, has launched the SOA Stewardship Portfolios, a dedicated investment product built on the principles of socially responsible investing with a focus on targeting specific areas of concern.

“We are pleased to offer our clients the SOA Stewardship Portfolios,” says Charles Hamowy, CEO and founding partner of Seasons of Advice Wealth Management. “As investors become increasingly concerned about environmental, social and governance (ESG) issues facing the world today, the SOA Stewardship Portfolios are designed to generate enhanced returns while maintaining the ethical mandates demanded by our clients. SOA’s approach is more sophisticated than investing through ESG funds and ETFs, which may not provide comprehensive asset allocation solutions or target key concerns for additional filtering.”
The SOA Stewardship Portfolios’ thorough investment process begins with a rigorous analysis of the top two tiers of Morningstar Portfolio Sustainability rated mutual funds and ETFs. This independent rating measures how well companies manage ESG risks and opportunities. SOAWM’s enhanced ESG overlay further filters down to target investor’s major areas of concern including tobacco, palm oil, thermal coal, firearms and weapons and animal testing (optional). The SOA Stewardship Portfolio’s proprietary asset allocation models then create the ideal low-cost ESG portfolio based on specific risk tolerances, return expectations, and tax sensitivity – all designed to outperform industry benchmarks. Portfolios available offer a full range of asset allocation models from conservative to aggressive.
“With an estimated USD8 trillion invested worldwide in ESG portfolios, ESG investing has quickly become an important asset class,” says Christopher Conigliaro, chief investment officer at Seasons of Advice Wealth Management. “As intergenerational wealth significantly grows from baby boomers to millenials, ESG investing has become a priority in the investment decision making process.”
“The SOA Stewardship Portfolios approach is forward looking and relevant,” adds Hamowy. “It provides a complementary methodology to building wealth by aligning your portfolio with your personal values.”

Latest News

Figment Europe, a provider of institutional staking infrastructure, writes that it is solidifying its presence in the heart of Europe’s..
Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..

Related Articles

Sal Esposito, Zacks Investment Management
Zacks Investment Management started doing investment research in 1978 and in 1992 started its investment management arm, initially with SMAs...
Jeremy Senderowicz, Vedder Price
Jeremy Senderowicz, a member of the Investment Services Group at law firm Vedder Price, has witnessed a steady upswing in...
Graham MacKenzie, Toronto Stock Exchange
The evolution of ETFs has been a multi-decade experience for Toronto Stock Exchange says Graham MacKenzie, managing director, Exchange Traded...
Frank Koudelka, State Street Global Services
ETF data provider and ETF Express data partner, Trackinsight, has published its Global ETF Survey 2024 Report: ‘50+ Charts on...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by