You have worked hard to get where you are today. Yet, perhaps you are at a point where you want to do something more to make an impact with your assets, morally and ethically. We live in uncertain times and there are more than a few hurdles that we face– geopolitical turmoil, terrorism threats, environmental concerns, proliferation of alcohol & tobacco companies, and energy crises. You are not alone if you are worried about how these unknowns are going to impact your financial, and our overall society and world’s future.

At EagleStone Tax & Wealth Advisors, we help you face these concerns and have a multitude of socially responsible funds available to us, designed with sustainable investing in mind as a primary objective. We work with our clients to design mutually agreed upon, customized, and handpicked investment options that are selected with that bigger picture in mind.

There are many different factors that we consider when building a sustainable investment portfolio for our clients. These factors assist us, while working closely with them, to build a portfolio that not only helps them to reach their financial goals, but is also inline with their personal values. Some of the factors we consider are:

Environmental Factors

• Climate Change and carbon emissions
• Air and water pollution
• Energy efficiency
• Waste management
• Water scarcity
• Biodiversity and deforestation

Social

• Gender and diversity policies
• Human rights
• Labor standards
• Community relations

Governance

• Board composition
• Executive compensation
• Bribery and corruption policies
• Lobbying activities

Industry Specific

• Fossil fuel – coal, oil and gas
• Nuclear power
• Military weapons/civilian firearm
• Factory farming and producers of GMOs (genetically modified organisms) for food and agriculture
• Alcohol & tobacco