Values-based Investing

A Highly Personalized Investment Experience

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.

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) investing.

It’s in excellent alignment with our mission to be 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.

CCM’s Unique Approach

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.

For every portfolio that we construct, we want to deliver a highly diversified, low-cost, and tax-efficient solution that maintains high levels of liquidity for rebalancing and tax-loss harvesting opportunities. In addition, it must account for the academic evidence that shows us the key characteristics of stock performance, and use that research to overweight the value and highly profitable companies that we expect to deliver higher returns in the future. The challenge, then, is to account for these investment principles while also incorporating your values-based intentions.

An Introduction to Values-based Investing

Learn more about CCM’s values-based investment approach and the steps we invite clients to take when considering this experience.