Longwave in 2023: Adding ESG Capabilities, Feeling Inspired!
Happy New Year! We hope you are celebrating the season with a sense of inspiration and renewal.
At Longwave, we are charting our own renewal for 2023 and are excited to share it with you. Here’s a hint: What inspires us is you and your dedication to create, grow, and nurture, along with your curiosity and generosity. We admire investors who every day, in ways small and large, strive to leave the world better than they found it. With that in mind, here’s what’s next at Longwave.
Invest It Forward
Our client family is comprised of teachers, artists, doctors, scientists, and entrepreneurs. They’re also advocates, volunteers, guides, parents, aunts, uncles, and grandparents for whom living through a values-focused lens is a top priority. Our Longwave clients don’t just plan and invest—they “Invest It Forward.”
Accordingly, we have updated our tagline to more accurately capture the essence of the Longwave community, which is mindful, curious, and kind. However, the singular focus of Longwave remains the same—it will always be our clients' financial success. But success means different things to different people. For our clients, it often means doing good while doing well. This new tagline affirms our renewed commitment to magnify and broaden impact investing while making values a core tenet of our company ethos.
Strategic Partnerships
To further fortify the long-term direction of our firm, Longwave has merged with JSA Sustainable Wealth Management, a firm with over 30 years of experience in sustainable investing. Today, ESG (Environmental, Social, and Governance) is an investing approach that screens companies with strong considerations for environmental, social responsibility, and ethical corporate behavior, among other issues. We will continue to manage portfolios as we always have, but we will now have exciting new capabilities for clients looking to tilt their investments to companies with an ESG focus.
There is much more to come, and we will always be open to new ideas for contributing to the well-being of the world. We are very excited to live these values right alongside you. You inspire us, and for that and so much more, we are grateful and excited to embrace the future together. Please contact our team to connect if you have questions or want to learn more about what's on the horizon.
Environmental, social, and governance/ socially responsible investing involves the exclusion of certain securities for nonfinancial reasons. ESG strategies may limit available investment options. Investments are subject to risk, including loss of principal. There is no guarantee that any investing goal will be met.