Description

According to Schwab’s Modern Wealth Survey, 73% of Americans say their personal values guide how they make life decisions more today than they did two years ago, and 69% say that supporting causes they care most about are a top consideration when it comes to their financial decisions. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Luke Wilcox, ​​founder of Ethos ESG, a FinTech platform for financial advisors, investors and institutions to align money with causes they care about, including racial justice, climate change, LGBTQ equality and more.

In this episode, you will learn:

• What is ESG investing, in a nutshell?
• Perspectives on the rise of values-based investing.
• How Ethos ESG’s platform works to align people with their purpose.
• How companies like Ethos ESG measure the impact of values-based investing.
• What to look for in the future of ESG and values-based investing.
• And more!

Resources:
Episode Transcript & Blog | Ethosesg.com | business@ethosesg.com | Bautis Financial: 7 N Mountain Ave Montclair, New Jersey 07042 (862) 205-5000