RESPONSIBLE INVESTING | 19/19investment

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,
click here.

For our 2021 Impact Profile, an annual review of the
1919 Socially Responsive Balanced Fund, please click here
to visit 1919Funds.com.

45+

Years Managing Responsible Investments

$2.5 Billion

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
Controversial Weapons
Tobacco

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:

Climate Change
Access to Water
Diversity and Inclusion
Supply Chain Responsibility