Impact and sustainable investing is a trend that has gained traction through the years. No longer is it considered something that is “the right thing to do,” it’s also a profitable way to align investment returns with one’s ideals and values.
“I joined Mission Wealth to be a part of a dynamic and passionate group of professionals with a strong commitment to the long-term financial health of their clients” said Kristen Taylor. “I was drawn to their comprehensive approach to wealth management and their caring culture, which focuses on empowering clients to lead more fulfilled lives. I am also proud to be part of a firm that strongly supports my passion for socially responsible and sustainable investing.”
In this podcast episode, Adam Torres and Kristen Taylor, MSFA, CFP®, Client Advisor at Mission Wealth, explore the future of impact and sustainable investing. Click on this image below to hear the podcast interview.
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Mission Wealth is a Registered Investment Adviser. This commentary reflects the personal opinions, viewpoints, and analyses of the Mission Wealth employees providing such comments. It should not be regarded as a description of advisory services provided by Mission Wealth or performance returns of any Mission Wealth client. The views reflected in the commentary are subject to change at any time without notice. Nothing in this commentary constitutes investment advice, performance data, or any recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Mission Wealth manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.
