Sustainable Wealth Management Prepares for Your Future

We have all seen that financial markets can be very volatile and that investors who are caught unprepared can have their plans for the future derailed by unexpected losses. At times it can be hard even for professional investors to stay calm and focused on the bigger picture. An investment advisor with experience in sustainable investment management can navigate uncertain markets and help you avoid getting caught up in market turbulence by managing your portfolio with a long-term perspective.

White Pine Advisory approaches sustainable investment management with the belief that there is not a trade-off between sustainability and investment returns for long-term investors. In fact, a well-designed sustainable investment portfolio can outperform a more conventional portfolio in the long term.

Want to learn more about how to invest sustainably?
Schedule Your Free 30-Minute Introductory call

 

Sustainable Investing

Sustainability is meeting the needs of the present without compromising the ability of future generations to meet their own needs. Investors who take this into account are better equipped to take advantage of a changing world, reduce exposure to certain types of risk, and match their investments to their values.

Sustainable investors seek to funnel capital to investments that further their environmental and social goals and seek to generate superior investment returns by doing so. This type of investing requires more active management.

 
Beautiful lake

Our Commitment to Sustainable Investment Management

At White Pine Advisory, we believe that we cannot truly provide our clients with guidance in sustainable investing without embracing sustainability in every aspect of our business. In order to credibly give clients advice on sustainable investing, we must be able to demonstrate both expertise and commitment. This requires us to continually stay up to date on the latest sustainability research relevant to investing and to our operations.

As investors, we are part of the broader worlds of nature and human society and collectively our investment decisions can have a significant impact on this broader context. We believe that investors who incorporate this awareness into their strategy by following sustainable investment management practices are likely to outperform over the long term with lower volatility.


Want to learn more about how to invest sustainably?
Schedule Your Free 30-Minute Introductory call

 

617-505-5212
ularson@whitepineadvisory.com

White Pine Advisory, LLC
32 Kilsyth Road 2nd Floor
Brookline, MA 02445