Lloyd Kurtz, Head of Social Impact Investing, shares his views on the significant growth of SII and discusses options to invest your portfolio according to your values.

Transcript: Make a Difference with Your Investment Choices

Presenter: Lloyd Kurtz, Head of Social Impact Investing, Wells Fargo Private Bank


Your investment portfolio is about more than just numbers.

For many of those we work with, it's an extension of who they are. They want their investments to reflect their views on the environment and society. And I think it's safe to say that all investors want their portfolios to include companies that are governed well.

We call these the ESG factors, environment, social, and governance.

At The Private Bank, all the social impact investing strategies include an ESG assessment as part of the investment process. The strategies can be customized to consider factors that are most important to you. Wells Fargo & Company has been at the forefront of responsible investment management for over 15 years.

Together with you, we can create portfolios specific to your investment goals.

Today, there are more ways than ever to align your portfolio not just with your financial goals, but also with your individual preferences.

You can make a difference with your investment choices.

We can help. Contact us at 1-877-833-2156