1919 Investment Counsel was founded on the belief that no two clients are alike. For over a century, we have been delivering services and tailored solutions that preserve, build, and manage wealth. We are committed to helping our clients achieve their financial goals with thoughtful advice.
1919 Responsible Investing
We are pioneers and innovators in Responsible Investing with an unwavering commitment to craft investment solutions for each client. Our
team collaborates with you to ensure that your investment portfolio reflects your values and enables you to have a positive impact on the world.
*Includes Inclusive Investing Strategy
What is Responsible Investing at 1919?
At 1919 we take a multi-dimensional approach. By integrating
environmental, social, and corporate governance (ESG) factors;
applying Values-based guidelines; and incorporating positive Impact
solutions in portfolios, we generate competitive financial returns and
support the pathway to a better and more sustainable world.
Our investment philosophy incorporates diligent research, a focus on
quality to guide security selection, patient, long-term investing and
robust risk awareness.
We actively participate in collaborative engagement networks with
aims to encourage greater corporate transparency. Our approach
also includes active proxy voting.
To learn more about our Responsible Investing Policy,
For our 2021 Impact Profile, an annual review of the
1919 Socially Responsive Balanced Fund, please click here
to visit 1919Funds.com.
Years Managing Responsible Investments
in Responsible Investments
Approximately as of March 31, 2022
Dedicated team of Analysts and
Portfolio Managers focused on
Responsible Investment Strategies
Integrating ESG Risks and Opportunities
Our investment process relies on proprietary, independent research from our analysts and the collective expertise of our portfolio managers.
The research process includes consideration of responsible and ethical corporate behavior. We endeavor to recognize ESG factors that could
affect portfolio candidates in the long-term.
Investments that Reflect your Values
We ﬁrst seek to understand the values that are most important to you, so they are fully reflected in your investment portfolio. Some examples
of what your guidelines could include are:
Low-Carbon Economy and the Environment
Human Rights and Corporate Citizenship
Just and Fair Employment Practices
Of course we recognize the issues most important to you may be different. We collaborate with you to determine the guidelines, and customize
an investment plan approach with your values and goals.
Impact for a More Sustainable Future
Over the past 45 years, our approach to Responsible Investing has evolved. Today, we partner with you to make a positive societal impact as
well as achieve favorable investment results.
As we identify investment opportunities for your portfolio, we seek companies with positive thematic social or environmental purpose, products,
or services. Our thematic impact research is informed by the UN Sustainable Development Goals as well as client feedback. These
Impact themes include:
Access to Water
Diversity and Inclusion
Supply Chain Responsibility
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