Transcript
At Hesperian Wealth, I specialize in impact investing. There is a way to do good and feel good about your investment portfolio.
From an impact perspective, it’s less about what investments you’re screening out and more about the willingness to invest in some imperfect companies because you know your money’s managed by teams working to transform them.
I’ve identified a select group of investment options run by firms dedicated to reforming capitalism through shareholder votes and corporate engagement.
Impact Investing:
- Shareholder Voting
- Letter-Writing
- Meetings
- Coalition Building
- Shareholder Proposals
- Proxy Fights
- Track Record of Success
Invest your money where you have a chance to change the world for the better.
Eric R. Figueroa, CFP®
I am a Folsom, CA, fee-only wealth manager serving the Greater Sacramento area, California Gold Country, and the nation virtually. I offer financial planning and investment management, specializing in impact investing and personalized values-based investing.
All content presented on this video is for informational purposes only. Materials presented should not be interpreted as a solicitation or offer to buy or sell a security or the rendering of personalized investment advice, which can only be provided through one-on-one communication with a financial advisor. The video’s content reflects the opinions of Hesperian Wealth LLC (HW), except where cited, which are subject to change at any time without notice. The information contained herein has been obtained from sources believed to be reliable, but the accuracy of the information cannot be guaranteed. All information or ideas provided should be discussed in detail with a financial, tax, or legal advisor prior to implementation.
Investing involves substantial risk, including the potential loss of principal. HW makes no guarantee of financial performance nor any promise of any results that may be obtained from relying on the information presented. HW may analyze past performance, but past performance may not be indicative of future performance.