Portfolio Management

Investors around the world are increasingly aware of how certain business practices impact the environment and how that may impact future generations.  As a result many investors are asking how they can align their investment decisions with their views on Sustainability.  Our approach to Sustainability investing seeks to address the sustainability issues important to investors while continuing to offer broad diversification and focus on higher expected returns.

To meet this goal, sustainability considerations can be integrated within a robust investment solution that pursues higher expected returns through increased weighting to securities with smaller market capitalization, lower relative prices and higher profitability.  Our approach can offer investors the ability to pursue their sustainability and investment goals simultaneously.

Our Portfolio Management services are designed for clients with investment portfolios of $250,000 or more.  

 1% on the first $1,000,000 of assets under management

 .5% on the next $2,000,000

.25% on any assets over $3,000,000

 

 

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Wolfstich Capital, LLC

781-475-6157  | info@wolfstichcapital