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Doing good and doing well. 

That’s what environmental, social and governance (ESG) investing, is all about.

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It’s a framework for identifying sustainable investment opportunities that may provide comparable market performance with the the potential for a measurable impact on society and the environment.  It’s a strategy that focuses on good economics that makes businesses competitive for the long term. 

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The ESG investment process focuses on many factors, including:

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Good Things Come to Those Who Plan.
Plant the strategic seeds now. Watch them grow into a glorious retirement.  

How Does ESG Investing Work?

ESG investing begins with a conversation. We cultivate lists of companies that we believe represent the values of ESG investing and help you decide which fit best within your portfolio.

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Some investors worry that ESG investing might limit their return potential. In reality, nothing could be further from the truth. ESG investing is just a different way of thinking about investing: it’s focused on ensuring that your money goes towards backing institutions you can be proud of. 

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Curious in exploring the possibilities? Let’s have that conversation and explore your options.

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We'll help you make smart decisions...together.

Let's Invest Together.

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1711 WOODLAWN AVENUE, WILMINGTON, DE 19806
302.478.4707  |  ephie@concordfinancialgroup.com

Concord Financial Group LLC may only conduct business with residents of the states and/or jurisdictions for which they are properly registered.

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Securities and variable insurance products offered through B. Riley Wealth Management, Inc., member FINRA/SIPC. Fee-based advisory services offered through  B. Riley Wealth Advisors, Inc., an SEC-registered investment adviser. Fixed insurance products offered through B. Riley Wealth Insurance. Accounts are held at National Financial Service (NFS), LLC, a Fidelity Investments company. The information provided is not directed at any investor or  category of investors and is provided solely as general information about products and services or to otherwise provide general investment education. None of the information provided should be regarded as a suggestion to engage in or refrain from any investment-related course of action as neither B. Riley Wealth Management, Inc. nor its affiliates are undertaking to provide you with investment advice or recommendations of any kind.

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LEGAL DISCLOSURE

CUSTOMER RELATIONSHIP SUMMARY

Form ADV Part 2B

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Investments may lose value. Not FDIC insured.

© 2020 Concord Financial Group. All rights reserved. Check the background of this investment professional on FINRA's BrokerCheck.

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