Environmental, Social and Governance (ESG) Portfolios

INVESTMENT OBJECTIVE

We strive to provide an acceptable rate of capital appreciation while experiencing less risk than the S&P 500 Stock Index*, using primarily equity investments that are screened for ESG criteria.

HOW WE DO IT

Your money will be invested primarily in stocks and ETFs, foreign and domestic, inverse and leveraged, or cash.  Stocks will be selected from among the constituents of the MSCI KLD 400 Social Index. The proprietary HCM Safety Net suite of indicators is designed to warn of potentially sudden declines in which case stock market exposure may be quickly reduced or hedged.

CLIENT PROTECTION AND INVESTMENT DISCRETION

Our primary custodian is Trust Company of America.  All accounts are held at a Qualified Custodian, providing third-party protection for all accounts.  Hepburn Capital does not hold client moneys.   Accounts are managed on a discretionary basis with notification of account activity provided in monthly or quarterly statements prepared by an independent custodian.

SUITABILITY

If you want to pursue high total return from a portfolio that focuses on growth investing but with more consistent returns and a lower surprise factor than is available through normal growth investments, the Shock Absorber Growth strategy may be appropriate for you.

MINIMUMS

The Shock Absorber Growth strategy as described is designed for accounts of $250,000 and above, although the same decision making process may be used in smaller accounts using different investments. The minimum fee is $195 per month.


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