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ESG (Environmental, Social and Governance) Investors

Lions Bridge Financial Advisors believes that investment strategies focused on values-be those social, environmental, ethical and/or governmental-are worthy of consideration in portfolio structure. We are committed to providing ESG investors with information, insights and investments that reflect ESG values:

  • Research: we analyze funds for ESG (environmental, social, and governance) factors so that our clients can make informed decisions about where their money is invested.
  • Fiduciary: we are held to the fiduciary standard and put your interests above of our own. If you have strong opinions about where you do and don’t want your money invested we can develop a personalized investment strategy aligned with your values. 
  • Independent: because we are independent, we can consider a wide variety of investment options to accommodate your ESG goals.
  • Education: we are committed to educating all of our clients on what ESG and values or socially responsible investing is, and how investments can reflect these values.