CUSTOMIZED INVEsTMENT STRATeGIES

Impact Investing

Ownership has its privileges. Boards of directors and management teams answer to shareholders, who have an interest in the long-term sustainability, as well as the current profitability, of the businesses they own. Operating in a manner that sustains resources, cares for the environment and treats people fairly and ethically is not just good for the planet, but it’s good for business. When we invest with managements, we believe that their goals are generally aligned with ours, but sometimes they can do more. As shareholders, we can make our voices heard through the proxy ballot or through engagement with management and institutional investors. Summitry gives its clients an opportunity to become active participants in corporate governance. Let us show you how.

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Schedule a talk with one of our advisors to learn more about Summitry and how we can help you chart a path for your financial future.

Saad Bajwa

Financial Planning Associate