Accord Capital Management is committed to creating an enduring and valuable wealth advisory service which helps our clients achieve well-being, and what matters most to them.
That’s why we’re committed to helping you create “Your Conscious Portfolio”. We strive to help our clients clearly articulate three guiding principles behind their investments: what are your values; how deep or broad your intended social or environmental impact is; and the level of risk you are willing to accept.
We meet with you at each step of “Your Conscious Portfolio” process. In addition to monthly financial reports, clients are able to receive a detailed annual impact report highlighting key social and environmental outcomes of their portfolio. Our goal is to guide you in creating a conscious portfolio which align with your values and goals, and with what matters most. To you.
WHAT IS A CONSCIOUS PORTFOLIO?
A conscious portfolio is clearly defining personalized investment goals and objectives and being intentional about the companies invested in. Our goal is to guide our clients to be informed about investments with the intention to generate social and environmental impact alongside a financial return, based upon personalized risk tolerance and personal values.
ACCOUNTABILITY, TRANSPARENCY, AND IMPACT MEASUREMENT
We blend “fiduciary duty” with “impact fidelity” in an attempt to achieve the impact preferences that each client articulates. Transparency matters, so our clients have 24/7 access to their investment accounts. And, to measure your impact, Accord Capital Management reporting services leverage data-driven portfolio analysis tools to give you a clear picture of Your Conscious Portfolio.