Our Philosophy Sustainable Investing Wealth Management

Sustainable Investing

Sustainable Investing lies at the core of our wealth management practice.

The term Sustainable Investing integrates a number of factors including environmental, social, and governance (ESG) issues that affect investment decisions and analysis; it has become a true emergent investment discipline.

Our investment vision pursues opportunity and prosperity, accomplished by providing investment choices that demonstrate financial responsibility and accountability for both current and future generations. We seek out opportunities that embody the triple bottom line principles of people, planet and profit as partners in building a more sustainable, financially healthy and successful future.

Global financial leaders have begun to recognize a fundamental shift on both an institutional and individual level, observing expectations within the investment community changing dramatically in recent years. Corporate responsibility practices have progressed well beyond merely "doing the right thing", and are now making a positive difference to bottom line numbers.

With unprecedented levels of interest from pension and endowment funds, community and private foundations, charitable organizations, high net worth investors, family offices, and the general public we expect to see these sustainable principles shape all types of investing in years to come.

Alongside our Sustainable Investing focus, we at Caledonia recognize it is critical to have a robust durable investment philosophy to complement the investment management design. Our active approach manages our models from a top down global ‘macro’ level and a bottoms up ‘fund’ level. Combining these two elements allows us to choose appropriate investment vehicles while making investment decisions on a larger economic scale.

Even though Sustainable Investing opportunities can be very specific in their niche, many still follow and react to the larger economic forces that affect all investment opportunities. We endeavor to mitigate this market risk through both broad sustainable investment choice and active management strategies.

Caledonia Offers:

  • Personal Financial Planning

  • Retirement Planning

  • Investment Management

  • Risk Management

  • Wealth Transfer Planning

  • Business Succession Services

  • Cross Border Planning

  • College Education Planning

  • Life Insurance & Annuity Planning

  • Budgeting & Cash Flow Management

  • 401(k) Plan Implementation & Management

  • Philanthropic and Community Investment Planning

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