BSW Wealth Partners

Not verified. Claim this page

Visit Website

BSW Wealth Partners Sustainability Actions

Supports ESG investing

BSW believes that ESG investing still has merit, should offer competitive long-term returns and will continue to be an essential element for needed change.

Uses targeted ESG data

BSW’s goal is to invest with managers that use unique and targeted Social and Governance data sources to uncover both positive and negative stakeholder externalities. In our opinion, it’s not enough to rely on the big two screening services – MSCI or Sustainalytics.

Reviews ESG managers directly

BSW believes in speaking with all our ESG managers. Through these discussions we hope to glean the level of their ESG commitment, their preparedness for an SEC exam on their ESG methodology and their process for incorporating ESG screens within their investment process.

Interested in impact investing

BSW Wealth Partners is a Boulder, CO-based multi-family office that serves a variety of high-net-worth clients including private investors and medical professionals, providing them with a full-spectrum offering of investment management and various other family office services. The firm invests in both public and private equity across a range of sectors, regions, and asset classes, and is highly interested in impact investing.

What do our labels mean?

Certified B Corporation Logo

Certified B Corporation

About BSW Wealth Partners

  • Status
  • Unverified
  • Employees
  • 5 - 25
  • Country
  • United States

Powered by  GDPR Cookie Compliance
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.