We start with conversation about your needs and what matters to you. We evaluate the different investment options to create a sample ESG portfolio. We work collaboratively to make sure the portfolio fits with your priorities before finalizing. 

Evaluate options for

ESG investment

Create a sample portfolio

Final portfolio construction

Conversation about values and financial needs

Our portfolios follow a core disciplined process that has been developed at GreenPort Capital Advisors. Portfolios are designed to grow your wealth, while emphasizing downside protection by meticulously managing risk. To learn more, click here.

We utilize in-house and external research to evaluate what ESG investments are appropriate for each client. We construct portfolios in which we have conviction in both the fundamentals and the sustainability of the investments.

Portfolio Construction