Posts Categorized: Impact Investing

ESG and Managing Client Relationships in a Volatile Market

The current market downturn and volatility we are experiencing is obviously a big change from the behavior of the market over the past 10 years.  In my 28 years of experience as a financial advisor, I’ve found that the most important thing to do during a down market cycle is to call my clients before… Read more »

Jeff Gitterman wins RIA “Thought Leader of the Year” at the Wealth Awards

We are very proud to announce that Gitterman Wealth Management co-founding partner Jeff Gitterman has been named RIA “Thought Leader of the Year” at the 2018 awards.  The award was given on Thursday, September 13th, at a black tie gala event at the Ziegfeld Theater in NYC.  Now in its fourth year, hosts the… Read more »

Gitterman Wealth Management Hosts the 2018 Sustainable Investing Conference at the United Nations

On Tuesday, September 11th, Gitterman Wealth Management hosted the 2018 Sustainable Investing Conference at the United Nations.  The first conference of its kind for financial advisors at the UN brought together over 500 financial professionals to discuss the business case for Sustainable, Impact, and ESG Investing, and its relevance to the United Nations Sustainable Development… Read more »

Arming Financial Advisors about Small Arms and Weapons Exposure

With the unfortunate proliferation of mass shootings around the county, both in schools and elsewhere, several of our clients have begun to ask about their portfolio exposure to small arms and controversial weapons.  Gitterman Wealth Management’s SMART (Sustainability Metrics Applied to Risk Tolerance)® Investing Services utilize multiple ESG (Environmental, Social, and Governance) data providers, including… Read more »