Investment firm to offer sustainable investing portfolios to complement its traditional asset allocation investment approach.
Providence, RI, January 24, 2019 – StrategicPoint Investment Advisors, in an effort to support clients who are looking to integrate personal values with their approach to investing, announced today the launch of its Sustainable Investing Services.
In the socially conscious investing space in recent years, larger fund choices, greater corporate transparency and reporting, enhanced metrics and lower costs have all combined to enable StrategicPoint to offer its sustainable investing portfolios. StrategicPoint’s focus is on integrating Environmental, Social and Governance (ESG) related factors into its existing asset allocation methodology. By concentrating on risk and performance measures alongside responsible investment parameters, StrategicPoint can respond to the increased desire of many investors to support best practices in corporate behavior. StrategicPoint utilizes Morningstar’s Sustainable Ratings of fund options and provides four investing models ranging from Aggressive Growth to Conservative Growth.
“We are very excited to introduce StrategicPoint’s newest offering. Created by our Portfolio Management Committee in consultation with our Advisors, this service complements our existing investment management strategies. Our Sustainable Investing Service is for those who desire to better align their values with their investment goals.” said Betsey A. Purinton, CFP®, Managing Partner and CIO of StrategicPoint Investment Advisors.
About StrategicPoint Investment Advisors
StrategicPoint is an independent wealth management firm, focused on building long-term relationships with individuals and families. Since its start in 1989 the firm’s goal has been to provide personally tailored advice, while acting in their clients’ best interest. You can follow the latest StrategicPoint thinking through their weekly e-mails, blog postings and monthly wealth management newsletters covering timely and relevant investment management and financial planning topics at StrategicPoint.com.
Laura Bard, Marketing Manager, StrategicPoint Investment Advisors
(401) 273-1500 LBard@strategicpoint.com