Investment Management

Woven Prosperity^® is guided by a long-term, disciplined approach to investing, based on the following principles:

• Thorough asset allocation and diversification, in order to reduce risk while maintaining a growth and/or capital preservation strategy
• Extensive ongoing research of the investment and economic climate, utilizing industry resources, tools, and relationships
• Low-cost, low turnover approach

Typically, our investment management process would be to:

• Evaluate your personal goals, time horizon, and risk tolerance
• Develop a custom strategy and portfolio
• Implement your investments for you
• Manage your portfolio on an ongoing basis, rebalancing periodically and adapting it to reflect changes in your circumstances, economic developments, and investment opportunities

Woven Prosperity^® specializes in Socially Responsible Investing (SRI) and, with varying degrees of exposure, weaves it into the investment strategy for clients who request it. SRI maintains the portfolio's long-term growth and/or capital preservation strategy while emphasizing social and environmental issues that are important to each client, such as:

• Environmental sustainability
• Human rights
• Gender equality
• Diversity
• Corporate responsibility
• Community impact
• Animal welfare