Aligning Your Passions, Your Values, Your Long-Term Goals

Every Client Has Different Values, Attitudes, and Approaches to Investing. We’re Here to Honor and Optimize to Meet and Exceed Your Expectations.

When it comes to our investing solutions at Del Monte Group, we don’t make a slew of day trades to gain a quick buck. Preserving the wealth you’ve already accumulated is a high priority for us. We don’t believe in taking risks you won’t be compensated for. Instead, we take your unique situation and goals into account and use this insight in tandem with proven strategies to maximize return while minimizing risk.

Our Evidence-Based Investing Approach

Investment performance isn’t the primary determiner of wealth – investment decisions are. When investors allow their emotions to dictate their reactions to market fluctuations, they make poor investment decisions. We take the emotion out of investing for you with The Performance Advantage™. This proprietary portfolio management service affords the opportunity to make the right decisions at the right time, and the advice we give is always backed by evidence and proven strategies.

You see, rather than fretting over things we can’t control – like how the markets are going to behave over the next six-month period – we focus on things we can control:

  • Minimizing investment costs
  • Maximizing asset diversification and positioning
  • Portfolio tax efficiency
  • Opportunistic rebalancing
  • Making solid decisions

Sustainable Investing Solutions – Building Impactful, Meaningful Wealth

Our Goal is to Address Every Aspect of Your Life, Defining a Plan That is Clear and Actionable at Every Turn

Financial Planning and Wealth Management are foundational to long-term success. We want to make sure you have the resources and the time to accomplish your goals while still enjoying life along the way.

It starts with knowing what you want, where you’re going, and then figuring out how to get there. As your partner, we strive to build a lasting relationship through a deep exploration and understanding of all aspects of your situation and your vision for the future. This ensures that your personalized strategy will have a long-lasting positive impact starting now.

Of course, we help with all the money movement and decisions, but your life, your goals, and your dreams are bigger than that. It’s not just about saving for this or paying for that. Our planning solutions provide cutting-edge innovation with purposeful investments, so you don’t have to worry about performance but rather how your money is serving you.

Life Changes, So Should Your Financial Plan

Want to positively impact the world with your investment dollars by investing with your heart AND your head?

We value the environment, admire socially responsible companies, and believe in the value of good governance. Aligning your values and beliefs for more significant impact, we tailor a variety of sustainable investing solutions that transcend performance and redefine how you invest.

Our Definition of Sustainable Investing:

There are many definitions of Sustainable Investing. Our method combines traditional investment approaches with environmental, social, and governance (ESG) insights to help manage risk and enhance long-term return. As always, we remain evidence-based while applying a diversified and flexible approach that enables you to affect change on both the companies and issues that matter most to you.

ESG Factors Considered in Investment Choices:

Environmental:

  • Climate Change and Carbon Emissions
  • Air and Water Pollution
  • Waste Management
  • Water Stress
  • Natural Resource Conservation

Social:

  • Health and Safety of Employees
  • Data Protection and Privacy
  • Community Relations
  • Customer Satisfaction
  • Human Rights

Governance:

  • Board and Executive Diversity
  • Executive Compensation
  • Business Ethics
  • Lobbying Activities
  • Audit Committee Structure

ESG Effects on Performance:

  • 90% of the cost of capital studies show that sound sustainability standards lower the cost of capital.
  • 88% of the studies show that solid ESG practices result in better operational performance of firms.2
  • 80% of the studies show that stock price performance is positively influenced by good sustainability practices.3

Choose Our Environment, Social, and Governance Investing Portfolio If You Want:

  • An opportunity to participate in traditional financial markets while at the same time making a difference in areas that are important to you
  • To be part of the solution to some of the world’s challenges
  • Vote with your capital
  • Honor your personal values
  • Transfer your values to the next generation
  • Help create the future you want

 

Source 1,2,3: Oxford University Smith School of Enterprise and the Environment and Arabesque Asset Management (2015). “From Stockholder to Stakeholder.”

Developing your investment portfolio is one of the most critical moves you can make. Your current lifestyle and future goals depend on a strategy that gives you long-term success no matter where life takes you. It’s time to take your investment strategy from status quo to sustainable.