Terra Blue Wealth Management

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Terra Blue Wealth Management Sustainability Actions

Integrated ESG into investing

In building our investment strategies, we are committed to integrating Environmental, Social, and Governance (ESG) factors into analysis and portfolio construction. This allows us to offer you solutions that seek competitive performance while also considering risks that may be attributable to important ESG factors.

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Became a B Corp in 2022

In 2022, Terra Blue Wealth Management became a B Corp™ which further solidified our commitment to purpose-driven work. B Corps are businesses that meet B-Lab's verified standards of social and environmental performance, transparency, and accountability.

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Uses shareholder activism

Shareholder activism is how we turn investing into influence. At Terra Blue Wealth Management, we believe that shareholder activism is one of the most powerful tools in sustainable investing. We use platforms like YourStake to analyze the shareholder activism embedded in our portfolios.

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Focuses on values alignment

The purpose is to align investments with personal and institutional values while managing risk and identifying long-term opportunity. This approach includes screening (excluding bad actors), integration (factoring ESG into analysis), and impact investing (actively seeking positive change).

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What do our labels mean?

Certified B Corporation Logo

Certified B Corporation

About Terra Blue Wealth Management

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