Announcing ESG Portfolios!

Harbor Wealth Management is excited to announce that we now offer two ESG (Environmental, Social, and Governance) portfolios as part of our investment models. One contains 100% ETF’s investments to keep investment minimums low.  We also are excited to offer a second portfolio which is a combination of actively managed Mutual funds and passive indexes which we believe as closely as possible mirrors investors ESG preferences.

ESG refers to 3 central factors in measuring the sustainability and ethical impact of an investment – environmental, social and governance. ESG funds are designed to help investors align their investments with their personal values. Our portfolio is comprised of carefully screened holdings designed to invest in clean technology and firms with socially responsible business models, especially those promoting fair employment practices and female leadership. Funds are also screened to omit investments that promote firearms/weapons, tobacco and fossil fuels.

True diversification is still difficult to achieve in this arena as many of the holdings are smaller corporations located in the United States.

Please contact us if you would like more information about these models or how you can incorporate these investments into your current portfolio.



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