Sustainable Investing

At Team Hewins we live by our core values and are committed to serving our clients. One way we do this is by extending our investment offering to include a suite of sustainability options. Whether you are looking for a fully customizable option or a broader solution, together we can build a financial plan that’s right for you and aligned with your own core values.

Our Sustainability offerings stay true to the foundation of our investment philosophy, which is to be highly-disciplined, broadly-diversified, and to tilt towards fundamental factors revealed to contribute to higher long-term returns by academic research, all while controlling costs. You should not have to sacrifice a sound investment approach to invest in a way that has meaning for you.

For our broad solution, we emphasize companies acting in more environmentally sound ways than their industry counterparts – considering environmental sustainability at both the strategy and industry level. Our customizable option allows you to laser-focus on your most important concerns.

Fill out the form to get started with your Impact Investing Plan.

Please contact us using the form below! We look forward to working with you.

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SHOOK Best in State Advisor

Forbes Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. View Patrice’s full Forbes profile here.

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