B Corp

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A Wealth Advisor B Corp To us, being a B Corp is more than a certification. It’s about acting with integrity, treating our associates and clients like family, investing in our community, and being responsible corporate citizens in big ways and small. From simply going paperless to reduce resource consumption to engaging with portfolio companies to push for improved sustainability, we are focused on finding ways to make a positive impact with our business. And this extends to the ways in which we help our clients invest their capital. Our firm has been working with clients to develop sustainable investing strategies for over 15 years. Our work in environmental, social and corporate governance (ESG) investing and our commitment to engagement and shareholder advocacy allow us to help our clients achieve impact with their investments. We also look for opportunities to help our clients invest directly in our community by partnering with community development financial institutions (CDFIs) and other community investment funds that put dollars to work in the parts of our community that need them most.

More Info About B Corps

Read more about B Corporations

About B Lab and the Selection Process

The Best For The World Lists are selected based on verified responses to the B Impact Assessment, a platform that measures a company’s impact on its workers, community, customers, and environment. Prospective B Corps complete the Impact Assessment as a part of the initial B Corp Certification process, and then must update the assessment every three years to ensure they still qualify. Best For The World recipients scored in the top 10^th percentile of all Certified B Corporations in the respective impact area on the B Impact Assessment. Of the 3000 B Corps, 1000 were named to the 2019 Best For the World.

Pekin Hardy Strauss is not affiliated with B Lab and the firm has not made any payment for participation in this survey.  Acknowledgements of this kind are only one of many factors relevant in determining whether to retain an investment adviser. Please contact your Financial Advisor for more information on the methodology of the survey.

B Lab is a nonprofit that serves a global movement of people using business as a force for good. B Lab’s initiatives include B Corp Certification, administration of the B Impact Management programs and software, and advocacy for governance structures like the benefit corporation. B Lab’s vision is of an inclusive and sustainable economy that creates a shared prosperity for all. To date, there are 3,000 Certified B Corps in over 150 industries and 64 countries, and over 50,000 companies use the B Impact Assessment. For more information, visit https://bcorporation.net/

B Lab Contact: Hannah Munger; Manager, PR & Communications; hmunger@bcorporation.net; +1 212-608-4150

Because the application of ESG (environmental, social, governance) screens eliminate certain securities as investments, it may cause performance to behave either positively or negatively compared to strategies that do not apply ESG screens.