At Twenty Over Ten we have the privilege of working with many clients that serve really specific niche audiences, which we love! From professional athletes to doctors and physicians, women and others – the opportunities are endless! However today we’re going to cover one niche in particular: ESG (environmental, social and governance) and socially responsible investing.
What is esg/socially responsible investing?
First things first, let’s define what this niche actually is.
Environmental: How a company performs as a steward of nature
Social: How a company manages relationships with employees, suppliers, communities, etc.
Governance: How the company’s leadership is run (i.e. audits, internal controls, shareholder rights, etc.)
The above are all considered criteria in ESG investing aka socially responsible investing. Those who choose to invest in companies that fit the criteria are typically very mindful of environmental impacts and the 🌏 around them. According to Investopedia, the amount of younger investors seeking investment options from their advisors that not only grow their assets but also help the society at large are growing rapidly.
As an investment choice that’s growing in popularity, you can see now why it’s so important to have a niche-specific website that speaks directly to such a targeted audience. So we’re here today to share with you four ESG/SRI websites that are completely crushing their digital presences.
1. IMPACTfolio
IMPACTfolio, based in Centennial, CO, just outside of Denver, is a fee-only fiduciary company that believes that sustainability is not just an option, but a necessity when it comes to running their business. When it comes to their investment philosophy and helping their clients, they believe that it is the best way to see long-term results when it comes to long-term profitability.
Their motto of the “3 P’s,” which stand for Planet, People and Profit is the foundation for what IMPACTfolio believes in. When they include these 3 pillars of their company, they believe a positive impact comes from it.
Aside from getting the chance to just work with an awesome client, we love that they take environmental concerns into account. Not only that, but they strive to work with companies that utilize renewable energy themselves, so not only do they practice it, but they seek out like-minded companies. They believe in the fair treatment of their employees and at work, they understand how their company leadership will impact them and their clients in the long-run. With these sound ideas, IMPACTfolio was a pleasure to work with, and we can’t wait to see how they excel!
2. JPS Global Investments
JPS Global Investments, out of San Carlos, CA, takes pride in being able to tailor investment goals based on the individual plans of their unique client base. We understand that investment portfolios have an impact, and the United Nations has identified 17 Sustainable Development Goals for social and environmental impact.
Another thing that we love about this page is the specific call-to-action (CTA) that gives potential clients the ability to “Find Out The Impact Of Your Current Portfolio.”
Their blog section includes topics that relate to sustainability and cater to the niche demographic of clients that the advisors will be working with. When clients are looking for information regarding environmental impacts and sustainable financial work, then it’s pertinent that you keep your blog updated with topics that will interest your visitors.
3. Green Mountain Planning
Based in Lakewood, CO, just right outside of Denver, Green Mountain Planning is a fee-only financial planning firm that specializes in the oil and gas industry. We love that they kick it off with two bold CTAs right off the bat, giving visitors the opportunity to check out what makes them different from other companies, as well as, the opportunity to get started and schedule a meeting.
They specialize in a very specific niche, as it says they focus on families in their 30s and 40s that work in the oil and gas industry. When there is a niche this specific, people generally know exactly what they are looking for in a firm, making their selection of an advisor smoother and quicker.
As we have mentioned in this post and numerous others, keeping an updated blog section is pertinent to driving traffic 🚙 and showing that you are a thought leader. Green Mountain Planning does this, which is so important, especially when you catering to such specific needs as they are in the oil and gas industry.
4. Morling Financial Advisors
Morling Financial Advisors is located in San Francisco, CA and committed to serving the best interests of their clients. They offer traditional financial planning, as well as, impact investing, where they strive to invest in a responsible and sustainable way in order to generate competitive financial returns and positive societal and/or environmental impact.
In this day and age, socially responsible investing is such an important part of being a financial advisor. People want to work with a company who cares about the impact they make socially, environmentally and that they make the financial future brighter of those working with them! We feel these four firms do just that, and we thoroughly enjoyed working with them!
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