Heald Financial Advisors

701 Route 73 South

Suite 2-123
Marlton, NJ 08053

SUSTAINABLE INVESTING

Would you like to align your investment goals with your values?

Sustainable investing is not new but has evolved over the years from excluding certain companies and industries based on beliefs (i.e. gambling, tobacco, alcohol).

 Today, instead of excluding certain companies or industries, investors can target specific companies that make an impact and focus on positive environmental, social and corporate governance practices, also known as “ESG”.

Environmental

Climate change

Emissions

Carbon footprint

Infrastructure

Social

Employee treatment & engagement      

Racial & gender diversity

Public stance on social issues    

Governance

Executive Compensation

Board & Executive Diversity

Shareholder transparency

Do you want to make an IMPACT? We would welcome the opportunity to speak with you.

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