Bond&Devick Wealth Partners Sustainability

Sustainability Summary

This is an unclaimed profile. Bond&Devick Wealth Partners has not joined Sustainability Tracker to verify their sustainability credentials. We gathered what we could from public sources.

What do our labels mean?

Bond&Devick Wealth Partners presents itself as a goals-based financial planning firm driven by client values, with a long-standing focus on Sustainable, Responsible, and Impact (SRI) investing. It says it has been committed to this approach for over 30 years and uses ESG factors, tools, and questionnaires to build tailor-made portfolios aligned with client priorities. The firm also discusses shareholder advocacy, sustainable purchases, and the role of investing in companies addressing climate change and other sustainability issues. Its sustainability content is centred on values-based investing and the use of ESG analysis in portfolio construction.

About Bond&Devick Wealth Partners

Status
Unverified

Website
Visit Website

Employees
5 - 25

Country
United States

Bond&Devick Wealth Partners Sustainability Actions

SRI investing for 30 years

At Bond&Devick, our model is centered around Goals-Based Financial Planning driven by client values. For decades, we have been pioneers in Sustainable, Responsible, and Impact (SRI) investing. While "Green Investing" has gained popularity in recent years, we have been deeply committed to this approach for over 30 years, establishing ourselves as leaders in SRI investing in the Minneapolis-St. Paul area.

Uses ESG tools and questionnaires

We have tools and questionnaires that help us create a tailor-made portfolio based on what is important to our clients. Here is an example of one of our tools, "YourStake". This robust report will help us determine which investments are the right fit for your goals.

Discusses shareholder advocacy

RJ Devick, Partner and Financial Advisor talked with Emily Lee, VP Business Development with IMPAX Asset Management to discuss shareholder advocacy in a company effort to combat these climate crises. IMPAX is an asset management firm that works to invest in companies with net-zero emission goals and engage with companies on how to shift towards more sustainable steps.

Supports ACLU of Minnesota

RJ sat down with Jana Kooren, Community Engagement Director, of the ACLU of MN. The ACLU was founded 100 years ago and works in the courts, legislatures and communities to defend and preserve individual rights and liberties guaranteed in the US Constitution. RJ and Teresa are supporters of the ACLU of MN as the group has been a leading advocate in the state to protect the rights of refugees and immigrants.

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Highlights B Corps partnership

RJ Devick, Partner of Bond&Devick Wealth Partners and David Reiling, President and CEO of Sunrise Bank discuss the importance of Balancing Profit and Purpose. How these 2 like-minded, Certified BCorps companies based in Minneapolis-St. Paul are effecting positive change by using business as a force for good.