Seasons of Advice Wealth Management Launches the SOA Stewardship Portfolios
NEW YORK--(BUSINESS WIRE)--Jul 30, 2018--Seasons of Advice Wealth Management (SOAWM), a leading independent registered investment advisor, announces today the launch of the SOA Stewardship Portfolios, a dedicated investment product built on the principles of socially responsible investing with a focus on targeting specific areas of concern.
“We are pleased to offer our clients the SOA Stewardship Portfolios,” stated Charles Hamowy, CEO and founding partner of Seasons of Advice Wealth Management. “As investors become increasingly concerned about environmental, social and governance (ESG) issues facing the world today, the SOA Stewardship Portfolios are designed to generate enhanced returns while maintaining the ethical mandates demanded by our clients. SOA’s approach is more sophisticated than investing through ESG funds and ETFs, which may not provide comprehensive asset allocation solutions or target key concerns for additional filtering.”
The SOA Stewardship Portfolios’ thorough investment process begins with a rigorous analysis of the top two tiers of Morningstar Portfolio Sustainability rated mutual funds and ETFs. This independent rating measures how well companies manage ESG risks and opportunities. SOAWM’s enhanced ESG overlay further filters down to target investor’s major areas of concern including tobacco, palm oil, thermal coal, firearms and weapons and animal testing (optional). The SOA Stewardship Portfolio’s proprietary asset allocation models then create the ideal low-cost ESG portfolio based on specific risk tolerances, return expectations, and tax sensitivity -- all designed to outperform industry benchmarks. Portfolios available offer a full range of asset allocation models from conservative to aggressive.
“With an estimated $8 trillion invested worldwide in ESG portfolios*, ESG investing has quickly become an important asset class,” said Christopher Conigliaro, chief investment officer at Seasons of Advice Wealth Management. “As intergenerational wealth significantly grows from baby boomers to millenials, ESG investing has become a priority in the investment decision making process. “
“The SOA Stewardship Portfolios approach is forward looking and relevant,” added Hamowy. “It provides a complementary methodology to building wealth by aligning your portfolio with your personal values.”
*Source: Allianz Global Investors
About Seasons of Advice Wealth Management
Seasons of Advice Wealth Management (SOAWM) is a leading independent registered investment advisor with over $600 million under management. For over three decades, SOAWM has helped clients make relevant and effective financial choices to help them comfortably and confidently achieve their financial potential. SOAWM’s unique and systematic seasonal approach to managing wealth integrates financial advice and strategic planning with the natural flow of one’s life and assets. Thinking seasonally provides critical constancy; context and organization helps clients follow a proactive financial plan that can endure for generations. For more information on Seasons of Advice Wealth Management, please visit: www.soawealth.com
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CONTACT: Seasons of Advice Wealth Management
Charles Hamowy, CFP®, CPA/PFS, (W) 212-977-3111
CEO and Founding Partner
RG Narrative Inc.
Stuart Goldstein, (W) 212-863-4109
KEYWORD: UNITED STATES NORTH AMERICA NEW YORK
INDUSTRY KEYWORD: PHILANTHROPY PROFESSIONAL SERVICES BANKING CONSULTING FINANCE OTHER PHILANTHROPY
SOURCE: Seasons of Advice Wealth Management
Copyright Business Wire 2018.
PUB: 07/30/2018 10:00 AM/DISC: 07/30/2018 10:00 AM