Solution Snapshots

Aligning Values – Transitioning your portfolio to match your beliefs.

Our client had spent many years invested in a traditional portfolio with a large allocation to broad market stocks.  As her adult son became more active in political and social causes, she too began to take an interest in these causes and found her values transformed.  She came to us one day wanting to transform her portfolio to align better with these values. Please see disclosures at the end of this brief. 

Attached brief

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