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An ideal program for investors seeking a sustainable, socially responsible solution for their core investment portfolio.

 

The Core ESG program

The Core ESG strategy factors in environmental, social and governance issues, to compliment a low-cost, light-touch investment process. By fusing tried and tested, systematic asset allocation with a more holistic view of company performance, we have built an ideal program for investors seeking a sustainable, socially responsible solution for their core investment portfolio.


By developing your discipline and courage, you can refuse to let other people’s mood swings govern your financial destiny. In the end, how your investments behave is much less important than how you behave.
— Benjamin Graham, The Intelligent Investor

Managed by Blumberg advisors

Core ESG is a program managed by Blumberg Advisors, a registered investment advisor that provides investment advice and portfolio management services. We are value driven risk managers with a proven track record, who understand where opportunities lie for long-term investment returns. Our process is client centered, performance focused and directed towards fairness, trust and thoughtful advice.