Client Focused Financial Planning &
Investment Management
Our Services
We take the time to understand our clients’ goals and objectives and tailor specific strategies to accomplish these items. We review our client’s overall assets, not only those managed by LFM Wealth Management, to provide a holistic investment approach. Understanding a client’s complete financial picture allows us to determine what advisory services they need.
Our Approach
SRI/ESG Investing
First, what is this?
- Sustainable, Responsible and Impact Investors (SRI) use Environmental, Social, and Governance (ESG) criteria in their investment decisions. This helps to mitigate risk, drive impact, and identify companies best positioned to create long term value. SRI has been called by many names: Sustainable, Responsible and Impact Investing; Socially Responsible Investing; and Values-Based Investing just to name a few.
- ESG stands for Environmental, Social, and Governance; these factors can be, and are often, linked to each other. ESG values are used to quantify how a company scores within these three pillars.
Most SRI/ESG firms avoid investing in these types of companies:
- Firearms
- Tobacco
- Gaming
- Pornography
- Weapons (including nuclear)
- Landmines
- For-profit prisons
We can deploy stock screens to include or avoid certain industries, lines of products or services, or actively search for new technologies that address a problem. We will tailor a portfolio to your SRI preferences.
We take the time to understand your goals and objectives and tailor specific strategies to accomplish these items. We review your overall assets, not only those managed by LFM Wealth Management, to provide a holistic investment approach. Understanding your complete financial picture allows us to determine what advisory services are needed. We work with you to align your money with your values.
View Chris’s background here with SRI/ESG portfolio management.
Contact Info
Your opinions are important to us. Whether it is a simple question or a valuable suggestion, we are here for you. You can call us by phone or email us directly.
LFM Wealth Management,
a member of Advisory Services Network, LLC