Sustainable Investment Strategies

Sustainable Investing with Environmental, Social, and Governance (ESG) Investment Strategies

At CCMI, we understand your desire to reach your financial goals while also doing your part to improve the planet, promote sustainability, and serve a host of other social causes important to you. We can help you achieve that through environmental, social, and governance (ESG) investing.

What is ESG?

Before making an investment decision, ESG investing evaluates companies based on a wide range of criteria, such as their carbon footprint, treatment of animals, and waste, to measure their environmental and social impact.

Once an unfamiliar corner of the investment world, the ESG landscape is shifting. ESG issues are gaining more recognition and advocates are holding companies accountable for their sustainability and environmental practices, potentially changing how industries and investors of all types operate in the future.

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Invest with Purpose


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As an investor, it is now easier than ever to integrate ESG investment strategies within your portfolio without compromising your returns or goals. Here is what our process entails:

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We undergo a thorough review to match you with investments that best fit your personal preference using independent research and other tools that score stocks based on various ESG metrics.

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We identify environmentally and/or socially conscientious investments to prioritize in your portfolio. We’ll also determine which investments to underweight in value or exclude entirely, where possible.

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We combine our ESG strategy with a long-term investment approach to provide a globally diversified portfolio that aligns with your personal goals and values.

If you’re interested in learning more about ESG and incorporating it into your investments, please contact our team.

Sustainable Investment Strategies