Social Impact, ESG Investing Options

Custom values-based portfolios:

Diversified Index based individually selected equity portfolios with or without specific value-based restrictions.

Two versions:

  1. Traditional static allocations rebalance regularly
  2. Momentum allocations, either 50% or 100% invested, depending on our proprietary market indicator

Choose from the following:

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Advisory services offered through EWG Elevate, Inc. dba Protection Point Advisors.