Investment Management
For high earning women who want expert investment advice that feels like talking to a good friend.
Get started by taking the investor style quiz.
You might be here because....
You have an investment advisor but aren't confident they understand you or your priorities, and frankly, you don't look forward to your meetings with them.
You have cash in an account that you know you "should be" investing but how or where seems overwhelming.
You've been managing your investments on your own and now are ready to delegate to a professional and learn what other options exist for you.
Our Investment Style:
We believe when and how you will use your money are the most important factors in how you are invested.
We believe that all the ways you use money, including investing, help shape the world we live in and the one we aspire to.
We believe in focusing on the few factors within our control: taxes, fees, asset selection as examples.
We believe economic forecasts, like weather forecasts, can be helpful for preparation but we don't depend on them.
Most of our clients are thrilled to learn that investing to accomplish their goals AND to make a positive impact are not mutually exclusive.
Here are a few other wins from our investment strategies in 2022:
- * Chevron abandoned plans to drill in the Arctic National Wildlife Refuge after two successive shareholder proposals from Green Century.
- * PDC Energy Board Governance: Prior to the 2022 annual meeting the company added a second female director to the board. Not only did this director improve board gender diversity, she also filled a critical need that the board had previously identified which was a lack of ESG expertise. This new director brought a distinguished background in human capital management and community organization.
This quick investor style quiz will help you determine if your current strategy is the right fit for you.
Investment advice offered through WCG Wealth Advisors LLC, a Registered Investment Advisor. Utor Wealth is a separate entity from WCG Wealth Advisors and The Wealth Consulting Group. The return on ESG investments may vary versus if the investor made decisions based solely on investment considerations. Investing involves risk including loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results. Asset allocation does not ensure a profit or protect against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. WCG-23-0008