We’re Committed To Your Conscious Portfolio

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.

CONSCIOUS PORTFOLIO THEMES

Each investor has their own conception of the social good they are trying to achieve. There is no right or wrong impact class—what matters is identifying your preferences. We think a good start is to assess investors’ preferences across five catagories:

Place: Investments in companies or projects that are located in a particular place (or benefit a particular group of people).

Process: Investments that pay careful attention to business practices, such as “fair trade” coffee, equitable labor practices in a supply chain, or buy-one-give-one models that provide access to goods and services to those in need.

Planet: Investments that have a clear and measurable environmental benefit, either through the preservation and restoration of critical natural habitat, or the measurable reduction of carbon dioxide through new energy efficient products.

Product: Investments in products or services that have positive social benefits.

Paradigms: Investments that attempt to change an entire system for the better.

What are your investment priorities and how do they matchup with your values? 

The Conscious Portfolio Is Our Core Competency

By identifying your values, where you wish to invest, and an investment’s risk profile we can start to identify “Your Conscious Portfolio” and then look within your financial portfolio, asset class by asset class, to find investments that map onto your clearly defined financial goals and objectives.

Sample Conscious Portfolio CSR Analysis Report

Sample Equity Portfolio Analysis

We’re committed to you and Your Conscious Portfolio.  See the following sample equity portfolio analysis which demonstrates  rankings that we apply to your investment portfolio. Our triple bottomline analysis ranks how your investments impact people, planet, and profit.

Category Ranks: Community, Employee, Environment, Governance

Our Portfolio Analysis ranks the following impact themes: Community, Employee, Environment, Governance.

Sub-Category Ranks

Then we go deeper into what matters most to you. Our Portfolio Analysis ranks a variety of impact themes across Community, Employee, Environment, Governance Categories.

What’s In Your Portolio?