Socially Responsible Green Investments
One of Deep Blue Financial’s primary focuses is socially responsible “green investments”. Governments around the world are directing large sums of public money into wind power, solar energy projects, energy distribution, energy storage and related areas, and our “Green Portfolios” are built around companies working in those industries. Whether that turns out well for investors is not something anyone can know in advance, and these portfolios carry the same risks as any other equity investment, including the possible loss of principal.
Adam Faust, our investment principal, will sit down with you for a detailed look at your current portfolio and discuss how much of your portfolio could be repositioned to invest in socially responsible, green investments. Some clients like to reposition their entire portfolio, where others want to pay close attention to taxes and invest only what is financially viable. We find both approaches to be admirable.
Deep Blue will then provide and discuss a detailed plan to allocate your portfolio towards your green goals. We maintain a “target portfolio” of recommended investments that is allocated across several industries … green energy, energy distribution, electric car production, battery production, traffic automation, energy storage, etc. Clients are welcome to follow our target portfolios or specialize their portfolio as they see fit. We will help every step of the way. Learn more about ESG investing by contacting us at (312) 307-3222 or click here to email DBF Wealth Management. You can also find a great article here.