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Sound Advice for a Secure Future

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Our approach to ESG investing

You can see there are as many combinations and iterations of ESG investing as there are opinions among investors. Our approach is not to try to create a separate flavor ESG portfolio for every palate, but rather build portfolios that satisfy investors with a broader approach.

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Investment strategist joins Four Ponds team

Stein has extensive investment experience developed through the variety of roles held during his career, including serving as vice president at Goldman Sachs Asset Management, where he earned his Chartered Financial Analyst (CFA) designation in 2001. He also served as the Chief Investment Officer for RSM U.S. Wealth Management for over ten years.

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