We Are an Ensemble Practice

“No one of us is as smart as all of us”, says Warren Bennis, an organizational guru who works with professional service firms.

We bring a multi-professional, team-based experience to our clients that is based on a clear vision of shared stewardship between us and you. Adopting this team-based approach, helps move the needle for our clients faster and create more signature moments with them.

We Do More Than Just Invest Your Assets

When it comes to managing your investments, we manage to our agreed upon objectives. Like other firms, we have access to securities representing asset classes in US and global sectors. We manage to risk exposure and appropriate allocation while recognizing losses for tax purposes and take the appropriate measure to get tax savings.

However, there are two things that really standout about us.

  1. Our socially responsible portfolios help to honor sour clients’ life choices. We dig deep to understand not only their goals, aspirations, and comfort level with risk, but also their personal ethos by offering a sustainable, responsible and impactful way to invest in companies that consider environmental, social and corporate governance (ESG) criteria to generate long-term competitive financial returns while positively impacting the planet and the quality of life for its inhabitants! 
  2. Our select portfolios include a wide-range of styles: Tactical; income and growth; exchange traded funds; and individual stocks.

We’ll Work with Anyone

We’re here to help people achieve more freedom and happiness. That allows us to work with anyone that desires a financial and/or life plan regardless of their investable assets.

We Serve as Fiduciaries with Full Transparency

In a fiduciary relationship our clients vest confidence, reliance, and trust in us whose advice is sought in the management of their money. This requires that we, the fiduciary, act at all times for the sole benefit and interest of clients.

Investing In Your Values

Have you ever looked at the companies you are invested in through your investment accounts and not liked the names of those companies, and felt that you wish you could do something different?

At San Diego Wealth you can with our socially responsible portfolios: A sustainable, responsible and impactful way to invest in companies that consider environmental, social and corporate governance (ESG) criteria to generate long-term competitive financial returns while positively impacting the planet and the quality of life for it’s inhabitants!

Socially responsible investing seeks companies that are forward-thinking leaders in their industry who are respon­sible and focus on the long-term.

There are several motivating factors for sustainable, responsible and impact investing. These include aligning your money with your personal values without losing focus of your investment performance and goals.

In fact, in a MarketWatch piece, “‘Socially Responsible’ Investing Has Beaten the S&P 500 for Decades,” makes the point that you do not need to give up performance to develop a portfolio that aligns with your values. If values-based investing is important to you, then we can do more than “negative screening” for companies to exclude. We can include investments that advocate for your principles and perpetuate progress in your culture, faith, or values.

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Examples of Positive Engagement May Include:

 

Animal welfare, emerging technologies, philanthropic activities, companies that promote diversity

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Examples of Negative Screening May Include:

Tobacco, weapons, adult entertainment, countries with human rights issues

At San Diego Wealth, honoring our clients’ life choices is a major differentiator for our practice. To determine the best portfolio for you, we dig deep to understand not only your goals, aspirations, and comfort level with risk, but also your personal ethos. Call us today for a free social responsibility evaluation of your portfolio.

Source: Morningstar.