Do Well By Doing Good

Like you, we believe in supporting companies that share our values. That’s why we choose ESG investments. ESG stands for the Environmental, Social, and Governance factors that play a role in a type of investing also known as sustainable investing.

We have the experience and research capabilities that enable us to focus on companies through an ESG lens.


Companies that use factors to influence and challenge their environmental impacts, such as the use of energy and materials


Firms that address their social impact, including workforce health, safety, and diversity


Organizations with good governance attributes, such as business ethics, shareholder rights, and executive compensation policies

At Terra Blue Wealth Management, portfolio performance is always of primary importance. We’ll help you pursue positive social and environmental impact alongside competitive financial returns.

Why ESG investing?

There are several reasons why we choose to offer you the benefits of an ESG approach to investing.

  • There’s only one Earth. Everyone must share it and care for it—and for each other.
  • Social and governance integration is increasingly seen as not just the right thing to do, but a smart financial move.
  • A focus on ESG investments seeks to generate positive returns, but also to have a long-term impact on society and the environment.
  • We believe that rewarding the moral or environmental values of a company will support that firm’s long-term performance.
  • We also believe that investing significantly in a company with notoriously unsafe workplace practices or a history of oil spills is a risky strategy that won't pay off in the long term.

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