True Wealth Investment Portfolios

Our approach to designing your True Wealth Investment Portfolio aims to integrate your True Wealth Plan, life interests, social screens, risk tolerance, and investment objectives. Once the portfolio is invested the investment strategy is reviewed weekly and continually adjusted for performance and risk management. When appropriate, we also bring in alternative asset classes to add greater diversity to the portfolio.

The goal of this integrated approach to investment management is to better connect your core values and investment goals to the specific investments in your portfolio. We bring traditional tools of asset allocation and risk management to the process and together work out the optimal True Wealth Investment Portfolio solution.

We find that the results of this True Wealth approach are that clients experience greater inspiration, peace of mind, and sense of empowerment in relation to their money.

     
     

SOCIALLY RESPONSIBLE INVESTING
If you are like most Americans chances are you have heard of Socially Responsible Investing (SRI). It is also likely that you have questions related to a lingering impression that SRI equates with sub-par financial returns.





GREEN INVESTING
When the first Pilgrims made it to the shores of the new world the first impression voiced by the sailors was delight over the unlimited amount of straight virgin timber for use as masts in the sailing vessels of the time.

SUSTAINABLE INVESTING
While many examples of companies pursuing the three P model (The Triple Bottom line: People (social equity), Profit (rate of return) and Planet (environment) exist, perhaps the most high profile is in Atlanta.

Securities and advisory services offered through Financial West Group, (FWG) Member FINRA, SIPC. The Progressive Asset Management Group is the Socially Responsible Investment division of FWG. Progressive Asset Management, Inc. and FWG are unaffiliated entities. Centerpoint Investment Strategies, Raeheart Financial and Financial West Group are unaffiliated entities. Office of Supervisory Jurisdiction: 1755 Gablehammer Road, Westminster, MD 21157. (410) 751-70054

Nothing contained in this website should be construed as a recommendation to buy or sell any security. Such recommendations can only be made after personal consultation. Past performance is not necessarily indicative of future results. While some studies suggest that socially responsible investing may perform as well or better than conventional investing, some other studies suggest that by reducing available investment choices, socially responsible investing strategies may entail higher risks or lower returns than comparable non-SRI investing strategies.