Envision’s Founder James Brewer wins 2025 ESG Investment Advisor of the Year! Read More
Envision’s Portfolio Check-Up Process
Are Your Personal or Corporate Investments Helping the Causes You Care About?
Start with a Portfolio Check-Up
In your first meeting, we’ll review your current investments together and help you see how they align with your goals and values—no prep required beyond a basic account statement.
During that discovery meeting, we will compare your portfolio to one of the Envision Justice Series Core portfolios that invest in the US Standard & Poors 500 (S & P 500) companies as well as top non-US companies, that have been screened for certain environmental and social values.
Here’s a quick sample of the experience you will go through when you click Get Started.
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Take Values Questionnaire
Powered by YourStake, this tool helps us know more about your personal values.
