In 2008, we found ourselves concerned and disheartened as financial advisors. It seemed we were working in an industry that was overly wary— even cynical— when it came to sustainable investing, yet also uninformed. We noticed a dogged clinginess to an increasingly outdated narrative that labeled socially responsible and sustainable investing as pure charity. The overriding perception was that investing in accordance with values didn’t emphasize profit or growth but rather entailed sacrifice for doing the “right thing”. This thought framework couldn’t be further from the truth.

When we launched Caledonia Wealth Management as a fee-only advisory firm in early 2009, sustainable investing that started in the 1970s was starting to show significant maturation. We knew there was a growing body of evidence that suggested incorporating environmental, social and governance (ESG) factors into the investment process could add an extra dimension, even an edge, to the investment process. The prospect that one could actually see better returns through sustainable investing had already become very real.

Mindful investors come to us regularly with many of the same questions:

1. How is my money really invested?

2. Are my investments contrary to my personal values?

3. Could my current investments actually stand in the way of positive change?

4. Is there a smarter, better way?

We are here to answer all these questions and more. Since those early days, Caledonia has become known for providing a complete, comprehensive range of financial planning services and particularly for managing investments with a focus on sustainable investing. Our personal approach is core to our practice, and we tailor your portfolio to your financial and personal goals and objectives with full transparancy and care.