Many of our clients prefer to invest according to various social or sustainability factors.  When requested, we can create personalized investment portfolios that honor your most deeply-held values while still meeting our rigorous diversification and risk-management standards. 

Invest Consciously

We believe socially responsible investing is a core aspect of being conscious stewards of investment capital.
Many of us were taught that our values are important everywhere but our financial lives. That mindset is changing and investing according to a socially responsible (SRI) framework has become a responsible way to ensure we do not compartmentalize our values from our investment decisions. Trailhead Planners helps its clients employ SRI or Environmental, Social, and Governance (ESG) factors in their portfolios so that their investment choices are coherent with their personal values and aspirations for our global community.

Invest Sustainably

Investing for the long-term necessitates a pragmatic and honest approach to sustainability factors. 
Sustainability is shifting from a simple environmental consideration to a systematic way of analyzing a company. Is a coal or oil company sustainable when solar becomes more viable every year? Will a company that lacks diversity be able to appreciate shifting demographic and consumer patterns? Will governments and consumers someday regard sugar water companies to be as unethical as cigarette companies? These questions and more lead us to consider SRI factors when putting together an investment portfolio.

Invest Responsibly

You don't have to check your values at the door to invest responsibly. 
SRI has often been dismissed as a heartfelt endeavor that lacked the potential for long-term investment returns. However, the modern, and more standardized way of investing according to ESG factors has displayed the capacity to improve returns over the long-term, not detract*. In other words, you can invest consciously and soundly at the same time. 

  • $8.72 Trillion in SRI Assets invested in the US (US SIF)
  • MSCI KLD 400 Social Index outperformed the S&P 500 from 1990 through January 2017 (Schwab)
  • Ability to invest in a globally diversified and responsible manner to achieve personal investment goals
  • Positive Environmental, Social, and Community impact
  • Potential to reduce investment risk