| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,423 | $116,498.38 | $130,621.68 | $14,123.3 | 12.12% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 33,343 | $1.13M | $1.27M | $139,375.16 | 12.34% |
Adam Jordan Paul R. Ried Financial Group, LLC | 26,329 | $768,924.3 | $1M | $233,157.44 | 30.32% |
| RFL Rossby Financial LLC Rossby Financial LLC | 10,485 | $363,418.16 | $396,018.45 | $32,600.29 | 8.97% |
| ARCA Exchange | US Country |
The Advisor is a company with a specialized focus on passive management or indexing investment strategies aimed at tracking the performance of a specific underlying index. This index is thoughtfully constructed to provide investors with exposure to equity securities of companies that meet stringent environmental, social, and corporate governance (ESG) criteria. These criteria are carefully developed by Candriam, a pioneer and leader in sustainable and responsible investing. The investment approach is centered on using a market-capitalization weighting methodology which aims to mirror the performance of the underlying index while adhering to responsible investment principles.
The Advisor offers a range of products and services designed to meet the needs of investors who are increasingly conscious of the impact of their investments. Each product and service is developed with a focus on sustainable and responsible investing, using ESG criteria to guide the selection and weighting of equities within the portfolio.
These funds are designed to track the performance of indices that comprise companies meeting high ESG standards. By investing in these funds, investors get the opportunity to participate in the financial performance of companies that are leaders in sustainability, social responsibility, and good corporate governance. The market-capitalization weighting strategy ensures that investments are proportional to the size of the companies within the index, providing a balanced and diversified exposure.
For investors seeking a more tailored investment solution, The Advisor offers the creation of customized investment portfolios. These portfolios are built according to individual investor requirements and guided by the ESG criteria developed by Candriam. Customization can include specific focus areas within the ESG spectrum, such as climate change mitigation, social justice, or corporate ethics, allowing investors to align their investments with their personal or organizational values closely.