AN INTELLIGENT SOLUTION FOR THE CONSCIENTIOUS INVESTOR
SUSTAINABLE INVESTING
We believe that investors shouldn't have to abandon their convictions to invest profitably. Womack Wealth Management provides a robust, nuanced investment portfolio design that emphasizes performance without compromising investor values.
CHOOSE BOTH
Traditional portfolio designs ignore environmental factors while trendy divestment strategies reduce diversification and increase risk. WWM's portfolio design is heavily researched and highly diversified so investors don't have to choose between values and return.
BREATHE EASY
WWM's nuanced sustainable investing strategy is based on contributions from some of the world's preeminent economists, including 5 nobel laureates. Stocks are over and underweighted to emphasize higher expected returns and companies are thoroughly researched and scored on a multitude of sustainability criteria. Finally, results are algorithmically combined to create portfolios with stocks scoring highest on expected return and sustainability while eliminating those scoring lowest.
MAKE AN IMPACT
WWM Sustainable portfolios have up to an 81.1% reduction in exposure to greenhouse gases and up to a 99.9% reduction in potential emissions from reserves*. Imagine if every investor chose a portfolio with an 81% reduction in exposure to greenhouse gases...*
Watch a brief introduction to Womack Wealth Management's Sustainable Investment offering:
*Past performance does not guarantee future results. Inherent in any investment is the potential for loss as well as profit. Prior to investing, read and understand the risk consideration in Brochure Form ADV Part 2A. Percent reduction in exposure to greenhouse gases applies only to the core holdings of the WWM sustainable strategies, Dimensional Fund Advisors Adjusted Market Index vs. Sustainability Strategy (DFSIX & DFSPX).