The Dowling Group, a tax, planning, and investment firm rooted in Greenwich since 1979, now offers its clients the ability to align their personal values with their investment portfolios. Clients of the Dowling Group will now be able to evaluate and modify their investment portfolios in support of critical issues such as climate change, women’s rights, racial justice, corporate ethics, and more.
By partnering with Ethic, a tech-driven asset manager, the Dowling Group team can now help clients to identify which companies in their portfolios are alleviating or exacerbating the issues they care about most. The collaboration further strengthens the Dowling Group’s focus on tax reduction strategies within portfolios.
“Our communities have done so much to make each of us what we are, so we have to pay it back,” said Sean Dowling, President of the Dowling Group. “Over the years we’ve been fortunate to be involved in community events that bring us together. Through sponsorships and volunteering we have been able to raise awareness for children’s education, women and children’s rights and animal welfare.
“Now, we’re taking the next step by partnering with Ethic. This partnership will enable our clients to better align their investments with their unique values. We are voting with our wallets by choosing to only invest in ethical and profitable companies. Ethic’s technology also allows us to amplify tax savings within client portfolios. We will be able to report on the tangible impact the portfolio is having on our world while still being able to give traditional performance metrics.”
Existing clients can take advantage of this new opportunity immediately. Prospective clients are encouraged to schedule a free consultation by calling the Dowling Group at 203-967-2231 or by visiting our website at www.thedowlinggroup.com.
