ESG investing – tools that get results

We are pleased to offer clients our expertise and guidance on environmental, social and governance (ESG) investing (also known as “socially responsible investing,” “impact investing” and “sustainable investing”). ESG refers to investing that prioritizes optimal ESG factors or outcomes.

President Sacha Millstone was one of the first advisors in the Washington, D.C., area to offer this service. Having been on the forefront of ESG investing since the start of her career, she and the team are enthusiastic about the new tools that are available to show clients how ESG can work for them.

Our team uses a high-tech service called YourStake, which provides tools we use to help our clients understand and grow their social and environmental impact.

Please contact Sacha@MillstoneEvansGroup.com for a complimentary consultation on how ESG investing and the YourStake tools could help you do both good (in the world) and well (in your investment portfolio).
A 2020 socially responsible investing trends report published by the U.S. Forum for Sustainable and Responsible Investment (US SIF) found that U.S. assets under management using sustainable investing strategies grew from $12 trillion in 2018 to just over $17 trillion in 2020, and according to Morningstar data, Q2 2020 flows more than doubled to $54.6 billion.

This website (www.millstoneevans.com) (this “Website”) is owned and operated by The Millstone Evans Group, LLC (“The Millstone Evans Group”). The Millstone Evans Group offers investment advisory services and is registered with the U.S. Securities and Exchange Commission (“SEC”). SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability. All content available on this Website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the Website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. Neither Millstone Evans Group’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if the Millstone Evans Group is engaged, or continues to be engaged, to provide investment advisory services. The information contained herein reflects the opinions and projections of The Millstone Evans Group as of the date hereof, which are subject to change without notice at any time. The Millstone Evans Group does not represent that any opinion or projection will be realized. Any performance information must be considered in conjunction with applicable disclosures. Past performance is not a guarantee of future results Click on the Key Disclosures tab at millstoneevansgroup.com to review important information.