Values-Based Financial Services

Engage your clients with premium ESG products that reflect their impact on the world.
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Find the right solution for your clients

Custom SMAs

Offer your clients a bespoke ESG experience with fully-customizable portfolios that align with their values while tracking the market.
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OpenInvest 
Models

Provide your clients with an accessible ESG solution with passive, values-based models.
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Portfolio Diagnosis

Connect with clients on a new level with tangible reports that highlight the impact of their investments.
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The Rapid Growth of ESG

Funds with ESG-mandated assets have more than tripled since 2015. Clients are seeking a socially responsible way to invest.
$29.6
$3.7
$30.2
$6.6
$31.6
$8.7
$34.6
$12.0
$34.5
$34.5
ESG-mandated
Non-ESG-mandated
Source: US SIF Foundation data through 2018; Deloitte Center for Financial Services analysis through 2025.

Why Work with OpenInvest?

Tangible impact reporting

No matter which solution you choose, your clients will benefit from proprietary reports that highlight the impact of their investments, like CO2 they’ve kept out of the atmosphere or percentage of women in leadership.

Data-powered solutions

Offer your clients an ESG solution backed by real data. Build portfolios based on an extensive list of values-based metrics including LGBTQIA+ rights, racial justice, disability inclusion, and more.

New tax efficiencies

Open new frontiers for your clients with tax optimization at the individual security level. Your clients will benefit from automated tax-loss harvesting, household and multi-generational exposures, and estimated tax impact tools.

Engage and retain clients with values-based financial services

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