Skyline Advisors believes that your investments can have a positive impact on our environment and on a wide range of social issues while achieving competitive long-term performance goals. One does not need to exclude the other.
- Skyline Advisors donates to local charities.
- Our employees are active in community projects and non-profit events.
- Skyline Advisors is a member of Sustainable Connections, a local non-profit that works to “Educate, connect and promote local business to build strong communities.”
- We offer Investment Portfolios that Align Your Values with Your Money.
A vital community requires thriving business and promotes good stewardship of our resources. Our money has an impact and an increasing number of investors integrate sustainable practices into their investment portfolios as part of their financial plan.
Skyline Advisors can help you align your values with your money
Our portfolio principles and investment philosophy are used to create investment portfolios that are diversified and allocated prudently according to your financial profile and goals.
Our Advisors work as a Team to build diversified, robust portfolios that integrate sustainable investing with your financial goals.
These portfolios can include the following:
- Impact Investing.
Seeking investment opportunities that can produce social or environmental benefits. This often focuses on community development and other targeted local projects. An example of Impact Investing would be to provide lending for low-income housing.
- Thematic Investing.
Investing along themes such as alternative energy, religious values, fossil fuel divestment and others. An example would be a portfolio that evaluates the carbon footprint of its holdings and targets fossil fuel divestment.
- ESG Investing.
Selecting for companies that exhibit leadership in environmental policies, corporate culture, minority participation and in other societal areas, whether on an absolute basis, or relative to their peers. An example would be a fund that maximizes exposure to positive environmental, social and governance (ESG) factors and minimizes exposure to companies that have low ESG ratings.
Skyline Advisors may utilize mutual funds, exchange traded funds (ETFs) and access unique fixed income notes called Calvert Foundation Community Investment Notes which allows for investment in a portfolio of nonprofits, social enterprises, microfinance institutions and other high-impact organizations.
Contact us for more information.