Value Driven Investments

We believe that investors should have the ability to invest alongside their values whether they be Environmental, Social or Governance issues.

• Many of our clients prefer to incorporate their views on how a company and management should act into their investment decisions.
• We at Shorepine Wealth Management can manage your portfolio according to the ESG criteria you, the investor, chooses.
• By restricting investments in companies that do not agree with your views we can strive to accomplish your goals in a manner most in line with your values.

Our founder, Marc Lieberman, has spent more than two decades studying and managing portfolios that adhere to our client’s values.

Some examples of clients helped:

• A religious organization that did not want to invest in industries that did not adhere to their values.
• A private client that wanted to purge all gun stocks, all defense stocks and all companies that hurt the environment.
• A religious organization that wanted to buy companies they disagreed with so as to become an activist investor and work to change those companies’ from within.