Fiduciary Duty


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.