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Investment Management

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

Typically, our investment management process would be to:

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: