Especially when considering climate, active management differs from passive investing in many ways. While both approaches can include negative screening and passive strategies, the active approach we take with our Climate UMA Solutions offers several potential benefits.
Our carefully selected managers leverage multiple data sources and vast experience to select securities, with research going beyond top-level scores and quantitative data, offering us the ability to invest in undervalued stocks and sectors, capture potential upside as conditions change and capitalize on newer opportunities.
To learn more, please feel free to check out our most recent brochure:
And feel free to reach out any time to learn more about our climate focused UMAs, SMAs, Mutual Fund Models, and research service options for your financial practice.
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Gitterman Wealth Management, LLC dba Gitterman Asset Management. Services provided by Gitterman Asset Management, LLC are provided by Gitterman Wealth Management, LLC. All investment advisory services are offered solely through Gitterman Wealth Management, LLC an independent investment advisory firm registered with the SEC (CRD 153062). Associated persons of Gitterman Wealth Management, LLC are licensed with and offer securities through Vanderbilt Securities, LLC, member FINRA/SIPC, registered with MSRB (CRD 5953). Gitterman Wealth Management, LLC and Vanderbilt Securities, LLC are separate and distinct federally regulated entities. For more information see www.adviserinfo.sec.gov
The asset allocation of the model portfolios listed above are proprietary to and developed by GWM. Different types of investments and strategies involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be profitable. It is important for Investment Advisers to review with their clients their investment objectives, risk tolerance, time horizon, liquidity needs, and tax consequences related to the strategies in this presentation at least annually. Any investment involves a high degree of risk, including the risk that the entire amount invested may be lost. Many factors affect performance including changes in market condition, changes in interest rates, and market responses to economic, political and social developments.
This document does not constitute advice or a recommendation or offer to sell or a solicitation to deal in any security or financial product. It is provided for information purposes only and on the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluation of the proposals and services described herein, any risks associated therewith and any related legal, tax, accounting or other material considerations. To the extent that the reader has any questions regarding the applicability of any specific issue discussed above to their specific portfolio or situation, prospective investors are encouraged to contact Gitterman Asset Management or consult with the professional advisor of their choosing.
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Gitterman Asset Management, LLC (GAM) may recommend the use of Independent Managers as part of an asset allocation model or as an independent strategy. GAM is not compensated in any way for the endorsement of any Independent Managers.
Certain information contained herein constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,” “project,” “estimate,” “intend,” “continue,” or “believe,” or the negatives thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events, results or actual performance may differ materially from those reflected or contemplated in such forward-looking statements. Nothing contained herein may be relied upon as a guarantee, promise, assurance or a representation as to the future.
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