Where Making Money – Meets Making a Difference

Our mission is to engage in global investing for positive social and sustainable impact through a conscious allocation of capital and shareholder advocacy.

 

High Impact Investing

A growing number of our investors seek to align their investments with their personal values. Individuals and institutions invest for different reasons. Some seek to grow their assets. Others are more focused on protecting the assets they’ve already accumulated. Some seek to generate income from their investments. We believe the
WCG High Impact Investment philosophy supports all of these objectives. We help clients set and implement clear goals aligned with their needs, values, and objectives.

WCG is striving to be a leader in sustainable and responsible investing.

 

ESG analysis enables us to gain insights into a company’s:

Environmental Focus

Resource Management, Climate Change, Emission Reduction

Social Issues

Workplace safety and equity, Product Integrity, Community Impact

Governance Practices

Executive Comp, Reporting, Board Structure and Accountability

Our High Impact Portfolios (HIP) invest in companies and funds that are committed to sustainable business practices. There is a growing base of evidence that suggests companies that are environmentally sustainable, socially responsible, and have positive screens for corporate governance and diversity in executive leadership outperform funds that do not share this focus

 

Extensive industry experience drives an exceptional client experience.

The Wealth Consulting Group is a boutique wealth management firm offering high net-worth individuals and companies access to a powerful combination of industry leading service, talent and national resources.

Our advisors draw upon the broad expertise and talent within our firm, and across our alliance partners, to develop strategies for the complex financial challenges that accompany affluence. Since 1995, we have served the diverse financial and wealth planning needs of accomplished individuals, families, and businesses seeking objective advice and sophisticated financial strategies.

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Please note that investment in the High Impact Portfolios include underlying holdings which focus in areas of environmental, socially responsible, and sustainable business practices. However, WCG's primary objective with this model, along with all models offered, is to maximize financial return. Lastly, clients retain the right to place reasonable restrictions and limitations on these models pursuant to their risk and suitability.
 
 

Comprehensive analysis supports our efforts to build portfolios made up of well-managed, forward-thinking companies.

At The Wealth Consulting Group we invest in companies that are rooted in authenticity and dedicated to making a positive difference in the world. Our portfolios
invest in companies that are committed to:

  • Developing innovative solutions to global sustainability challenges
  • Promoting gender, ethnic, and lifestyle diversity
  • Supporting community-based financial institutions that promote small businesses, health care, education and housing
  • Actively involved in shareholder advocacy and public policy engagement

 

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