Don’t You Want to Help Create Change?
At Longwave Financial, we help good people make good choices with money.
We help clients just like you build generational wealth with a lens towards socially conscious investing. You don’t need to choose between the pursuit of doing well and actually doing good.
Join a community of investors who care – about their families, their community and the world around them.
Our clients’ sense of curiosity drives them to travel, explore, teach, heal, create and advocate. We believe authenticity and living your values matter. At Longwave, we care about what matters to you – because the same things matter to us too.
We Are Longwave
Investing with Your Heart is a Good Thing
If you here, it’s because you’re curious about what it means to invest according to your values.
Longwave offers ESG strategies and traditional investing approaches, and we underpin our investing strategies with your personal values.
ESG, or environmental, social, and governance (ESG) investing considers values-based criteria when it comes to investing your money.
For the past decade, Longwave has pursued investment returns through a scientific approach and repeatable process.
With socially conscious investing strategies, we’ve enabled clients to combine the heart with the mind.
Our Investing Principles
1. Scientific investing is the best investing. A scientific approach to investing can yield positive results. We build our portfolios on the backbone of Modern Portfolio Theory and aim to achieve the best returns.
2. You don’t need to compromise. Passive investment management may offer benefits over active management due to lower costs, diversification, and more reliable outcomes. Our portfolios are properly risk-adjusted while pursuing your goals.
3. Your money should align with your values. The thing that makes Longwave different is our thorough commitment to aligning your money with your values. Incorporating strategies focused on ESG, sustainability, social justice, LGBTQ+ rights, solving food insecurity and human rights are all possible with Longwave.
Longwave Financial might be the right fit for you if…
You seek to provide a great future for your family
You’re driven to create, explore, and learn
You have big goals that require long-range planning
You seek to align your wealth and values through ethical investing
You’re interested in exploring ESG and values-based investing
You’re going through an important life transition
You have complex employee benefits
You want to leave the world better than you found it
If You’re Curious About Investing Responsibly
We’d love to meet you
Proud Members Of
Investments are subject to risk, including the loss of principal. Environmental, social, and governance (ESG) criteria is based on a set of nonfinancial principles in addition to financial principles used to evaluate potential investments. The incorporation of nonfinancial principles (i.e., ESG) can factor heavily into the security selection process. The investment’s ESG focus may limit investment options available to the investor. Past performance is no guarantee of future results.