Many firms deliver advice based solely on financial data or template strategies, ignoring the psychological and emotional context of a client’s mindset. Wescott is proud to offer our clients the ability to invest in the ideals that matter most to them.
Wescott strives to ensure that your values are reflected in your investment portfolio and in your financial impact on the world.
For over 35 years, Wescott has infused forward-looking investment strategies with an unwavering focus on those investments that empower you to achieve your goals. Increasingly, those strategies and goals are taking on a global and impact-driven perspective.
Today, Wescott is proud to carry its progressive investment approach forward through its commitment to sustainable environmental, social, and governance (ESG) issues. We provide industry-leading, customized ESG investment portfolios to help fulfill our clients’ ethical ideals and financial goals. Due in part to our work in the ESG space to use investments as a force for good, Wescott is proud to be a Certified B Corp.