ESG investing – tools that get results

We are pleased to offer clients our expertise and guidance on environmental, social and governance (ESG) investing (also known as “socially responsible investing,” “impact investing” and “sustainable investing”). ESG refers to investing that prioritizes optimal ESG factors or outcomes.

President Sacha Millstone was one of the first advisors in the Washington, D.C., area to offer this service. Having been on the forefront of ESG investing since the start of her career, she and the team are enthusiastic about the new tools that are available to show clients how ESG can work for them.

Our team uses a high-tech service called YourStake, which provides tools we use to help our clients understand and grow their social and environmental impact.

Please contact for a complimentary consultation on how ESG investing and the YourStake tools could help you do both good (in the world) and well (in your investment portfolio).