Fiduciary Duty

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When investing, you need to protect the future you are investing for!! Traditional fiduciaries only balance Risk, Return, and Cost. That’s an unstable platform. You want an ESG Fiduciary™ who will balance Risk, Return, Cost, and ESG (Environmental-Social-Governance) concerns! This strategy can produce higher expected returns while helping build a more sustainable economy. ESG investing isn’t just a feel-good issue, it’s a better way to invest!

To learn about sustainable investing, check out my book, From Monk to Money Manager: Why It’s Okay to Be a Little Bit Wealthy—And How to Make It Happen.