SOCIALLY RESPONSIBLE PORTFOLIO
Do you lean towards promoting positive change for yourself, your family, and your community? If so, the Exceptional Portfolio, globally diversified, socially responsible portfolio may be just what you have been looking for. Our team at Exceptional Portfolio is passionate about helping you build a bright future, and we believe this can be done through a conscious and responsible investment process. Let us help guide you on an investment journey that promotes positive growth for both yourself and your community. Investing isn’t just about money. It is also about your future.
SOCIALLY RESPONSIBLE PORTFOILIO
US ESG Large Cap
Global Low Carbon All Cap
US Small Cap
US Aggregate Bonds
This portfolio invests in ETF’s with socially responsible mandates. We analyze socially responsible ETF’s to ensure proper diversification and risk parameters. We use ETF’s with exposure to the US as well as other developed and developing countries around the world. We are anticipating strong growth in the breadth and depth of socially responsible investment options over the next several years. We will continuously monitor the marketplace for new ETF opportunities.
WHO SHOULD CONSIDER THIS PORTFOLIO?
An investor with a long term investment horizon for investments that consider social responsibility in their selection process.