As an extension of our community commitment, we look to align ourselves with clients who are interested in making an impact on our country and broader society by leveraging the effective use of their wealth. This may be through ESG (environmental, social, governance) investing; targeted business growth to drive job creation; diverse philanthropic missions; or other causes that clients can deem important. We are humbly dedicated to helping our highly engaged-clients improve the world at large.
Our firm was founded on three main pillars: Ethical Principals, Integrity, and Responsibility. We hold ourselves accountable to these standards and recognize that they must be ingrained in every area of our business in order to live up to them. This includes investing on behalf of our clients. As such, our goal from the outset has been to become a leader in the space of Environmental, Social, and Governance (ESG) investing.
In furtherance of this goal, we offer a broad platform of intelligently-designed and impact-minded ESG solutions for our clients who wish to align their investment objectives with their values. From sustainability to impact investing, we carefully consider opportunities that have the potential to meet client objectives and create positive outcomes for people and our society.
Our Impact Advisory Board consists of an exclusive group of diverse individuals and was created to provide a sounding board on all aspects of ESG and Impact Investing—including best practices for Aaron Wealth and our clients.
The Aaron Wealth Advisors LLC Impact Advisory Board is responsible for insight and guidance on ESG and Impact Investing. The Board does not receive or have access to sensitive and confidential client personal information. A portfolio manager’s ESG practices may significantly influence performance. Because securities may be included or excluded based on ESG factors rather than traditional fundamental analysis or other investment methodologies, the account's performance may differ (either higher or lower) from the overall market or comparable accounts that do not employ similar ESG practices. Some mutual funds or ETFs that consider ESG may have different expense ratios than other funds that do not consider ESG factors. Paying more in expenses will reduce the value of your investment over time.