At the Giordano Wealth Management Group (GWMG), we realize that companies with strong environmental, social and governance (ESG) practices can generate competitive long-term returns. By combining ESG and traditional financial analysis, the GWMG is able to develop a more complete picture of the long-term risks and growth opportunities of the companies in which we invest. Prior to placing any investment in our client’s accounts, we review each company to see where they fall within established ESG guidelines. 

Here’s a summary of how our model works:

ESG Investment Mandate | Giordano Wealth Management

At the GWMG, we understand that focusing on sustainability can not only benefit society, but also our clients looking to achieve favorable results in their portfolios. Measuring impact is key to understanding the social and environmental returns of your investments. At our firm we recognize that the better we can measure our impact, the better we can maximize it. 

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Please let us know if you would like more information on our ESG practices and how we review specific companies prior to including them in our clients’ investment strategy.

Please note:  No strategy assures success or protects against loss. The return may be higher or lower than if the adviser made decisions based solely on investment considerations.