by Andy Byron on Apr 6, 2018
We are excited to offer ESG Investing options at HC Financial. Individual stock portfolios are the best way to customize portfolios for clients who would like to avoid specific industries. Although we don’t currently use an ESG screen for individual stock holdings, we are happy to report that almost all HC Financial individual stock holdings pass an ESG screen. We have also assembled a list of ESG mutual funds that can be used in portfolios, both in the core large capitalization U.S.-based companies and the small capitalization and international investments.