Our approach to designing your Centered Wealth Investment Portfolio integrates your Centered Wealth Plan, life interests, social screens, risk tolerance, and investment objectives. Once the portfolio is invested, the investment strategy is reviewed weekly and continually adjusted for performance and risk management. When appropriate, we also bring in alternative asset classes to add greater diversity to the portfolio.
The goal of this integrated approach to investment management is to better connect your core values and investment goals to the specific investments in your portfolio. We bring traditional tools of asset allocation and risk management to the process and together work out the optimal Centered Wealth Investment Portfolio solution.
We find that the results of this Centered Wealth approach are that clients experience greater inspiration, peace of mind, and sense of empowerment in relation to their money.