Social and environmental change is happening faster than ever.
Don't let your investment strategy fall behind.
The challenges posed by climate change, water scarcity, inequality and demographics are sizeable. Those companies able to adapt in this ever-changing global environment will continue to thrive, while others will fall further behind. Furthermore, the issues related to social responsibility are becoming increasingly important to people of all generations.
Oxford Harriman & Company works with clients to help develop and manage well-diversified investment portfolios with the objective of combining investment performance, along with environmental and social awareness into the investment strategy.
What does the investment term "ESG" mean?
ESG stands for Environment, Social and Governance.
SBP or Sustainable Business Practices
Oxford Harriman & Company has developed our Sustainable Business Practices, or SBP portfolios, within the framework of Socially Responsible and ESG Investing. Our strategies offer clients the ability to align their financial goals with their values. We build portfolios with stocks, bonds, ETF's and fund managers who support and exhibit SBP principals, with an integrated approach to Socially Responsible Investing. We conduct research and due diligence across the investment spectrum to develop strategies to offer a range of choices to invest in companies whose policies and practices are compatible with what matters to you.
The Principles of ESG/SBP
Why Build an ESG Portfolio?
A Trusted Team to Guide You
Our management team is dedicated to providing highly-personalized wealth management & socially responsible investing to our clients.
With more than 35 years of broad-based experience in the financial services industry, Oxford Harriman & Company is committed to a comprehensive approach to client advisement that is inclusive of socially responsible investing strategies.
Too many advisors take a singular approach to asset management, which results in fragmented results.
A comprehensive wealth advisor does more than advise as to what securities to purchase for a portfolio. We believe in a highly consultative approach that transcends the typical financial advisor/client relationship.
Our goal is to be a contributing member to a client’s overall financial and business life. Whether acting as a family CFO or business quarterback, we add value to our clients’ financial lives.
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This information is intended for use only by residents of (AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV). Securities-related services may not be provided to individuals residing in any state not listed above.Please consult with the FA as s/he may not be registered in all states. Insurance-related services may not be provided to individuals residing in any states other than (AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV).
| Investment and insurance products: | Investment and insurance products: | Investment and insurance products: |
|---|---|---|
| Not insured by FDIC or any Federal Government Agency | May Lose Value | Not a Deposit of or Guarantee by a Bank or Any Bank Affiliate |
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Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo. Oxford Harriman & Company is a separate entity from WFAFN.