Ovation Wealth Advisors

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Ovation Wealth Advisors Sustainability Actions

Impact investing consulting

Aaron Wealth, which launched in September of last year and now has more than $600 million in assets under advisement, offers a platform highlighting impact-minded ESG investing opportunities, consulting services for individual clients interested in impact investing, and consulting services for foundations, endowments and nonprofit institutions seeking ESG opportunities.

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ESG investing board

Aaron Wealth Advisors is convening an “Impact Advisory Board” to spur discussion on how to increase advisor opportunities about environmental, social and governance (ESG) funds. The board will hold quarterly calls to discuss issues pertaining to impact investing, including particular investment opportunities as well as broader industry trends.

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Ethical investing guidance

EP Wealth financial planning advisors can provide answers to questions about ethical investing and help create a portfolio that reflects both financial ambitions and ethical priorities. Ethical investing, also known as socially responsible investing or sustainable investing, considers both financial returns and positive social and environmental impact when making investment decisions.

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ESG and sustainable investing

ESG refers to the “Environmental, Social and Governance” factors which may have a material impact on the companies in which we invest and the performance of an investment. ESG Investment Solutions, often referred to as Responsible or Sustainable Investments, are a set of broad terms meant to capture a range of approaches that attempt to align client values with investment objectives.

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What do our labels mean?

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Certified B Corporation

About Ovation Wealth Advisors

  • Status
  • Unverified
  • Employees
  • 5 - 25
  • Country
  • United States