Wealth Management advisors provide their insight on ESG Investing, ETFs and other investing strategies.
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Exactly 50 years ago on July 1, Mac McQuown and his team of academics created the first-ever index fund -- an innovation that would take a sledgehammer to the money-management establishment and evolve into a more than $11 trillion industry.
The ESG portfolios are under the same pricing structure as First Ascent's other portfolios for advisors; a direct indexing offering is also in the works.