Investment strategies that promote balance in your life.
As a wealth management firm, we believe that the concept of Sustainability has important implications in supporting long-term financial balance in our lives. As in other areas of Sustainable investing, a holistic and comprehensive approach is critical. This involves structuring your financial resources to best maintain and grow your wealth to meet your life’s objectives.
We believe that investment strategies founded on established and proven principles that reflect personal values can provide competitive returns over time.
"Sustainable, responsible and impact investing (SRI) is an investment discipline that considers environmental, social and corporate governance (ESG) criteria to generate long-term competitive financial returns and positive societal impact."
- The Forum for Sustainable and Responsible Investing
A Tradition of Responsibility
As Rabbi Lord Jonathan Sacks notes, the Torah suggests the ”world’s first environmental legislation” requiring us to “protect and preserve the environment for the sake of future generations.” During Shmitta, fields must lay fallow for the ecological and spiritual regeneration of the land and its owners. However, Shmitta and Yovel laws are more far reaching- demanding the cancellation of debts, freeing of slaves, and reversion of properties to their original owners. These provide an early model for sustainable social management.