Nonprofits, Foundations & Endowments

At The Wealth Consulting Group, we customize investment strategies for our institutional clients with a focus on Sustainable Investing.

Sustainable Investing, also known as ESG Investing or Socially Responsible Investing is a strategy that strives to align the values of your organization or foundation with your investments while making a positive social and environmental impact and furthering your mission across the globe.

With Sustainable Investing you can align your investments with your social, moral and environmental values. Our High Impact Portfolios are comprised of stocks, bonds, mutual funds and ETF's that can serve as a cornerstone of a well balanced portfolio. These portfolios have a dual objective of providing competitive returns while making a positive impact on society and the environment.

"To be truly successful, companies need

to have a corporate mission

that is bigger than making a profit." 

Designing an Investment Policy Statement With Your Mission in Mind.

We believe your Investment Policy Statement (IPS) should be personal to your organization and support your mission. At WCG, we work alongside our foundation and nonprofit clients to incorporate Environmental, Social, and Governance guidelines into your IPS. By doing this, we can deliberately invest your portfolios in a manner that strives to increase impact and further mission on a global scale.

Your Investments Make an Impact.

In-depth analytics and a commitment to authenticity guide our efforts to build portfolios that are made up of well-managed, forward-thinking companies. With your conscious allocation of capital, we are able to see sustainable change in our communities and beyond. 

*Environmental Social Governance (ESG) has certain risks based on the fact that the criteria excludes securities of certain issuers for non-financial reasons and, therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.

Ready to Further Your Mission? Let's Talk.

Thank you!