At Team Hewins we live by our core values and are committed to serving our clients. One way we do this is by extending our investment offering to include a suite of sustainability options. Whether you are looking for a fully customizable option or a broader solution, together we can build a financial plan that’s right for you and aligned with your own core values.
Our Sustainability offerings stay true to the foundation of our investment philosophy, which is to be highly-disciplined, broadly-diversified, and to tilt towards fundamental factors revealed to contribute to higher long-term returns by academic research, all while controlling costs. You should not have to sacrifice a sound investment approach to invest in a way that has meaning for you.
For our broad solution, we emphasize companies acting in more environmentally sound ways than their industry counterparts – considering environmental sustainability at both the strategy and industry level. Our customizable option allows you to laser-focus on your most important concerns.