Sand Hill Global Advisors Announces a Socially Responsible Investment Offering

PALO ALTO, Calif., June 24, 2014 /PRNewswire/ -- Sand Hill Global Advisors, a leading wealth management firm located in Palo Alto, California, has announced the addition of a broad socially responsible investment strategy to its offering.   

Sand Hill's Socially Responsible Investment (SRI) portfolio integrates environmental, social and governance (ESG) criteria into the investment analysis and decision-making process. Stocks and bonds are evaluated in much the same way they might in traditional investing, but with an additional ESG lens added to the analysis that looks to favor companies meeting the specific SRI criteria. "Sand Hill's newly launched portfolio consists of ETFs and mutual funds managed by top-tier SRI investment managers," explains Portfolio Manager Katherine Fischer. "We've applied the same rigorous manager due diligence process used for our traditional portfolios to identify those SRI managers who are best equipped to be successful investing in the SRI space - both from an investment and a philosophical perspective."

Socially Responsible Investing incorporates a values-driven investment approach into the stocks and mutual funds that are selected for a portfolio. According to Ms. Fischer, Sand Hill's offering recognizes that different clients have different views and priorities. "Investment advisors bear a great responsibility to maximize their clients' return on investment for the risk they assume. Within that context, we want to honor the growing interest that specific clients have in using broader criteria than pure performance to measure the composition of their portfolios."

Sand Hill's CEO, Brian Dombkowski, says that portfolio customization is still the hallmark of Sand Hill's practice. "We've chosen exposures that are as close as possible to our traditional offering while still allowing the customization that is central to our practice," says Dombkowski. "Our task is not only to understand our clients' needs and goals today, but to keep an eye on trends that will benefit their needs in the future. SRI broadens our total offering and gives our clients more choice."

About Sand Hill Global Advisors
Sand Hill Global Advisors was founded in 1982 and is based in Palo Alto, California. Our expertise is in guiding wealthy families, individuals, and non-profit organizations through complex financial transitions. For more than three decades, we have partnered with our clients to offer objective advice, customized planning, and sophisticated investment management. For more information about the company, contact Priscilla Joyce at 650-854-9150, or visit the website at www.sandhillglobaladvisors.com.

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SOURCE Sand Hill Global Advisors