Socially Responsible Investing

At Pacific Wealth Partners we understand the importance of investing responsibly. For some of our clients it is imperative.

We integrate environmental, social, and governance factors into our equity, balanced, and fixed income portfolios, delivering both impact and performance to our clients.

Our equity discipline overall emphasizes low turnover and a long-term investment horizon for individual stocks, mutual funds and ETFs. For taxable clients, each portfolio is customized to optimize after-tax returns, by offsetting capital gains where possible and carefully monitoring gains as they are accrued.

We work closely with each client’s professional advisors including accountants, planners and attorneys, to coordinate investment gains with other taxable events.