Conclusion
A final, unexpected consequence of bringing a comprehensive portfolio of ESG/SRI investment to market has been the ease by which clients are referring new clients. Our practice has grown significantly in size since beginning to offer high impact investing.
What's most interesting is that our growth has come from an entire spectrum of investment strategies we offer at the Wealth Consulting Group. We believe this is due to the fact that we approach investing as a personal and emotional experience, as well as practical and financial. ESG/SRI discussions open up a unique dialogue with clients that they have not had with former advisors. We believe that many of them leave our meetings feeling secure, engaged and hopeful about their money, not an easy task in our current environment.
Marlo Stil is a managing partner with the Wealth Consulting Group in Rancho Mirage, Calif., and has been a financial advisor since 1984. Stil is a registered representative with, and securities offered though, LPL Financial, member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. WCG Wealth Advisors, The Wealth Consulting Group and LPL Financial are separate entities.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.