We deeply care about the needs and goals of you and your family, but we also care about society as a whole and the future of our planet. Sustainable investing is central to our business strategy as we prioritize Environmental, Social and Governance (ESG) investing principles. 

We at BH Asset Management support ESG values on a personal level, but we also know that they will continue to have a major effect on our economy in years to come. All businesses must adapt to fighting climate change if we are going to effectively combat it, and we are committed to being ahead of the curve and encouraging others to follow suit. Additionally, we recognize that companies can no longer stay silent when it comes to their social impact and the values they support, and we believe that certain standards should be in place for running a company. 

BH Asset Management proudly considers ESG performance indicators when evaluating companies to invest in because we believe that these will align with their future financial performance. Take a moment to read our article on why you should be involved in sustainable investing, and the myths that come with it.

Additionally, we hold ourselves to very high standards when it comes to the social impact of our own business. Beyond assisting our valued clients, we also wish to have a beneficial impact on the communities around us. We are always looking for ways to strengthen our ties within local communities and believe that giving back is one great way to do so. We believe these organizations are doing important work to assist both people and the environment, and we are proud to support them.

The 2030 Agenda for Sustainable Development, provides a shared blueprint for peace and prosperity for people and the planet. At its heart are the 17 Sustainable Development Goals (SDGs), which are an urgent call for action by all countries in a global partnership.

Our ESG Approach

Our approach to investing starts by working closely with you so we can understand your investing goals and values in relation to sustainable investing. BH Asset Management has done extensive, long-term research in managing socially responsible portfolios for many clients

We build portfolios that reflect your values as an investor by having deep and meaningful discussions about your specific beliefs and things you hold most dear. Through these conversations, BH Asset Management can design an investment portfolio in individual companies' securities that fulfills your criteria and our mission as investors.

To develop these portfolios, we use our own expert knowledge along with research from asset managers and third-party rating systems, such as Morningstar’s Sustainalytics®. In all cases, we focus on building investment portfolios that match your risk profile and are diversified by region, asset type, etc.


Click Here to Learn More About Morningstar's Sustainalytics®