We are delighted to offer our clients an investment strategy that honors their personal values and philosophies, while leveraging Carlson Capital Management’s time-tested, evidence-based investment approach. This values-driven, highly personalized investment experience is just one of the ways we positively impact the lives of our clients and deliver on our mission.
At Carlson Capital Management, you have a trusted partner allowing you to feel secure in the knowledge that your retirement, investment, estate, tax, and philanthropic plans are complete, efficient, and organized in order that you may use your wealth as a tool to accomplish what is important to you.
What is values-based investing?
A values-based approach to investing is referred to a number of different ways, including: socially responsible investing, sustainable investing, impact investing, and ESG (environmental, social, governance). In our values-based investment strategy, we work with clients to understand their objectives, and then design an investment portfolio that best aligns with their goals and the values they care about most.
What sets Carlson Capital Management’s approach apart is our desire to implement a strategy that aligns with our clients’ values, leverages the knowledge of our integrated team, reflects our clients’ cashflow needs, and honors their wealth legacy.
Ready to learn more?
Contact the CCM Team
Clients of Carlson Capital Management who are interested in learning more about our values-based investment approach are encouraged to contact their advisor directly for more information about this opportunity and the steps we can take to transition your portfolio.
If you are new to Carlson Capital Management, we invite you to request a conversation today.
Watch an Introductory Video
CCM Senior Investment Strategist James Yaworski, CFA, provides a brief overview of CCM’s values-based investment approach and the steps we invite clients to take when considering this approach.