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 Portfolio

Moderate Example
Description

This portfolio uses a global socially responsible, passive approach with exposures to stocks and bonds from the U.S. and other developed and developing countries around the world. The investments concentrate on companies that score highly on ESG (environment, social, governance) rating scale. This market opportunity is in its early stages. 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 opportunities.

Who should consider this portfolio?

An investor with a long term investment horizon who is willing to pay professional managers to screen for, and invest in companies that score highly on environmental, social responsibility and corporate governance criteria.

Performance Information Available upon request.

Performance Disclaimer

The performance presented in the Morningstar reports is hypothetical historical performance of the Exceptional Portfolio ETF’s and Mutual funds currently held in the portfolios and is not reflective of past investment management decisions made by Exceptional Portfolio a division of CWC Advisors LLC. The performance is to be viewed as supplemental and for informational purposes only.

The supplemental performance data provided assumes the exceptional portfolios and blended index benchmarks are rebalanced at the end of each calendar year to original weightings. Future market fluctuations may require rebalancing the portfolio at other times of the year as warranted.

*Global Moderate Blended Benchmark consists of: 60% Morningstar Global Markets Gross Return USD Index and 40% Morningstar Aggregate Global Bond Index

*Global Moderate Social Blended Benchmark consists of: 60% MSCI ACWI Global ESG Gross Return USD Index and 40% Morningstar Aggregate Global Bond Index

*Exceptional Portfolios are rebalanced at the end of each calendar year to original weightings.

*Blended Indexes are rebalanced at the end of each calendar year to original weightings.