Invest in What You Believe In — Without Compromising Your Plan
ESG investing (Environmental, Social, and Governance investing) screens potential investments against sustainability, labor, and corporate governance criteria in addition to traditional financial metrics — letting your portfolio reflect your values without abandoning risk-adjusted return standards.
Book a ConsultationThe Three Criteria Behind ESG
How a company manages its environmental impact — emissions, resource use, and climate risk.
How a company treats employees, customers, and the communities it operates in.
How a company is run — board structure, executive pay, and shareholder rights.
Questions About ESG Investing
Does ESG investing mean sacrificing returns?
Not necessarily. ESG funds are held to the same risk-adjusted return standards as any other investment we select — we don’t recommend a fund because it’s ESG-labeled, we recommend it because it fits your goals and screens well on both values and performance.
Can I blend ESG with a conventional portfolio?
Yes. Many clients choose a partial ESG allocation — applying ESG screening to a portion of their portfolio while keeping the rest built around standard criteria. We’ll help you decide how much makes sense for your goals.
What ESG fund families does Tidewater use?
We select ESG-screened mutual funds and ETFs from established fund families based on your specific values priorities and tax situation — we’re happy to walk through current options in a conversation.
How is my portfolio screened for ESG criteria?
We evaluate funds using third-party ESG ratings alongside our standard cost, diversification, and tax-efficiency screening — so an ESG allocation still meets the same investment discipline as the rest of your portfolio.
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Build a portfolio that reflects what matters to you.
We’ll show you what a values-aligned allocation could look like.
Book a Consultation