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Seasons of Advice Selects OpenInvest to Provide Investors with Hyper-Tailored ESG Portfolios and Tangible Impact Reporting


Seasons of Advice Wealth Management (SOA) today announced it has chosen OpenInvest, a leading values-based financial services company, to power Stewardship Personal Values Portfolios. By partnering with OpenInvest, Seasons of Advice advisors can offer their clients Environmental, Social, and Governance (ESG) portfolios and tangible impact reporting customized to their values without sacrificing financial goals.

“We’re thrilled to partner with OpenInvest to offer Stewardship Personal Values Portfolios,” said Christopher Conigliaro CFP®, Chief Investment Officer at Seasons of Advice Wealth Management. “When financial risk and uncertainty are high on everyone’s concerns list, clarity and details on what the companies you invest in are doing to build a better environmental and social future for humanity, add value far beyond the balance sheet. That’s what Stewardship Personal Values Portfolios are all about, and that’s why Seasons of Advice has chosen to use the OpenInvest model to construct them for our clients.”

Stewardship Personal Values Portfolios make what’s in an investor’s portfolio unique to their personal values while taking advantage of the latest modern portfolio theory designed to efficiently manage risk and returns. SOA’s approach is more sophisticated than investing through ESG funds and ETFs, which may not provide comprehensive asset allocation solutions or target key concerns for additional filtering. The customized strategies are designed to suit each investor’s income, growth and tax savings objectives, while honoring their commitment to social and environmental issues. 

Stewardship Personal Values Portfolio features include: 

  • Morningstar Sustainability Rating: Funds and ETFs in the top two tiers of the Morningstar Portfolio Sustainability rating measure how well companies within a portfolio manage environmental, social and governance risks and opportunities. Further consideration is given to investments that are specifically considered Socially Conscious or rated an ESG Fund by Morningstar.

  • Enhanced ESG Overlay: A rigorous overlay that targets six areas of concern helps identify companies that meet high standards. Holdings that score more than 5% in any or all areas of concern are eliminated. 

  • Stewardship Portfolio: SOA builds a customized, low-cost ESG portfolio, offering a full range of asset allocation models from conservative to aggressive.

OpenInvest offers ESG investment management products that seek to seamlessly create low-cost investment portfolios tailored to client values, as well as sophisticated impact reports that reflect the tangible impact client portfolios have on their chosen values. 

“Now more than ever, people want to invest with their conscience and make their values heard through their investments,” said Josh Levin, co-founder of OpenInvest. “We’re excited to partner with Seasons of Advice, a fantastic, socially-inspired firm, to enable its advisors to seamlessly personalize portfolios according to investor values and tax situation, and put the power of OpenInvest’s values-based investing into the hands of more investors.”

About Seasons of Advice Wealth Management

Seasons of Advice is a full-service financial services firm that offers financial planning, investment management and insurance-related services to high net worth clients primarily in the New York City area. Seasons of Advice views environmental, social and governance (“ESG”) investing as a critical element of its investment management process, and has developed its proprietary Stewardship Personal Values PortfoliosSM to help clients meet their financial goals responsibly. These portfolios represent a significant potential growth opportunity for the firm across all client segments, especially younger and wealthier clients.

About OpenInvest

OpenInvest is a values-based financial services company that helps advisors engage their clients and grow their business. We offer ESG investment management products and impact reporting services. Our investment management products use proprietary technology to seamlessly create low-cost investment portfolios tailored to our clients’ values, while tracking market indices. Our sophisticated impact reports reflect the tangible impact our clients’ portfolios have on their chosen values. Funded by YC and Andreessen Horowitz, OpenInvest is one of the only VC-backed Public Benefit Corporations.


 Esg Investing
 Wealth Management
 Values-based Investing

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