Values-Based Investing
At Maven Lane, we believe that financial planning isn’t just about numbers—it’s about values. That’s why we offer Environmental, Social, and Governance (ESG) investment models to clients who want their portfolio to reflect both their goals and their principles.
Is ESG Right For You?
Click on the statements that resonate with you to see how your values align with ESG investing.
I want to align my investments with causes I care about
I value companies with transparent and fair business practices
I want to avoid industries like fossil fuels, tobacco, or weapons
I believe sustainable companies are better long-term investments
I want transparency in how companies treat people and the planet
I want to invest in companies driving innovation in climate or social impact
You’re Already Thinking Like an ESG Investor
Based on your selections, ESG investing may be a great fit. Let’s explore how your portfolio can reflect your personal values without compromising your financial goals.
Maven Lane ESG StrategiesWhat is ESG Investing?
ESG stands for Environmental, Social, and Governance. These three pillars represent the types of factors considered when evaluating companies for inclusion in your investment portfolio.
Maven Lane ESG Strategies
We’re proud to offer ESG investment models - a thoughtful way to invest in companies that prioritize environmental sustainability, social responsibility, and ethical governance.
Finding the Right Balance
Still unsure? Let’s explore it together.
ESG doesn’t have to be all-or-nothing. We’ll help you find a balance that fits your goals and your values.
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 (182-LPL)