Expertise for the big picture and finer details
Investing for impact
Conscious Wealth Management enables you to align your resources with your vision for the world and to be intentional about where your money is invested.
At The Hatton Group, we help families track their giving and allocate their investments and philanthropy in keeping with the impact they want to make.
From setting up an overall giving strategy to ensuring the right funds are available for philanthropy, we can offer sophisticated advice as part of your overall wealth management plan.
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Philanthropic consulting
We advise clients on donor-advised funds and foundations. We also assist in locating nonprofits that align with our clients’ vision for the world.
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ESG investing
Business can be a force for good and provide long-term value to shareholders and stakeholders. We don’t see their interests as mutually exclusive. The Hatton Group’s Sustainable30 is our core portfolio of 30 stocks that must first pass an inclusive and exclusive ESG (environmental, social, governance) screen before they are considered as long-term investments.
It’s not green investing. It’s not necessarily socially responsible. The way we see it, it’s just investing in good business.
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Impact investing
Impact investing is a strategy aimed at intentionally generating measureable social or environmental outcomes as well as a financial return. Our team can help you navigate the impact investing landscape.
Any opinions are those of The Hatton Group and not necessarily those of Raymond James. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation.
Investing involves risk and you may incur a profit or loss regardless of the strategy selected. Sustainable/socially responsible investing (SRI) considers qualitative environmental, social and corporate governance, also known as ESG criteria, which may be subjective in nature. There are additional risks associated with SRI, including limited diversification and the potential for increased volatility. There is no guarantee that SRI products or strategies will produce returns similar to traditional investments. Because SRI criteria exclude certain securities/products for non-financial reasons, investors may forego some market opportunities available to those who do not use these criteria. Investors should consult their investment professional prior to making an investment decision.
