As a former investment committee member of several endowments, I realize many non-profits are searching for ways to align their investment goals with their institutional values, and I have an opportunity I want to share with you.
Level Four Financial LLC investors have access to the Freedom Environmental Social Governance (ESG) Portfolios, a suite of sustainable investment portfolios which help investors make a positive impact on society, the planet and the world around us.
Referred to as ESG investing for the criteria on which companies are evaluated – environmental, social and governance – sustainable investing considers that progress toward solving challenges such as climate change, social inequality and unfair business practices can be made by investing in companies and enterprises that promote sustainability.
The diligent researchers in the Raymond James Asset Management Services division have identified mutual fund managers with diversified strategies that seek to invest in companies with best-in-class* ESG practices.
Recently added to our fee-based platform, the ESG portfolios are available in a variety of strategies, from Balanced to Growth. We may be able to take advantage of this opportunity for your portfolio.
If you would like to know more about the Freedom ESG Portfolios, please contact me at 941-914-1560 or astiff@AccessAdvisorsLLC.com.
Click here to download the Investing with Purpose brochure.
*Best in class (ESG) investment refers to the composition of portfolios by the active selection of only those companies that meet a defined ranking hurdle established by environmental, social and governance criteria.
Further information on the funds selected for the portfolios is available by prospectus, which can be obtained through your financial advisor. Investors should carefully consider the investment objectives, risks, charges and expenses of mutual funds and exchange-traded funds before investing. All investments are subject to risk. The prospectus contains this and other information about the funds and should be read carefully before investing.
Additional considerations should be taken into account when considering a fee-based account as an alternative to paying commissions, including the anticipated level of trading activity and use of the products and services available in the account. You should understand that the annual advisory fee charged in the account program is in addition to the management fees and operating expenses charged by mutual funds and exchange-traded funds. These additional considerations, as well as the fee schedule, are listed more fully in the Client Agreement and the Raymond James & Associate’s Form ADV Part 2A.
All investments are subject to risk. There is no assurance that any investment strategy will be successful. Asset allocation and diversification does not ensure a profit or protect against a loss.
