STRATEGIES FOR FINANCIAL ADVISORS
Through our deep investment management and strong research capabilities, we have built long-lasting relationships with some of the most reputable financial services firms in the country. These firms have benefitted from our breadth of expertise in domestic/international equities and fixed income strategies.
The Workplace Equality strategy provides investors with the opportunity to own publicly traded shares of corporations doing business in the U.S. with progressive workplace policies that treat all employees equally–-regardless of sexual orientation, gender, ethnicity, religion and other preferences.
*As of 3/31/2019
Assets: $9.6 million*
Inception date: 6/1/1998
The Workplace Equality strategy is an equity portfolio that consists of companies that exhibit strong Environmental, Social and Governance (ESG) practices. The portfolio management team considers a candidate company’s ESG and workplace equality practices, in addition to its inclusionary hiring and promotion policies, because it believes these traits can enhance a company’s growth trajectory, long-term financial success and ability to pay a dividend.
This strategy is available as a separate account and a mutual fund.