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.”