Litman Gregory is pleased to announce that Alice Lowenstein, CFP®, Principal and Managing Director, has obtained the Chartered SRI Counselor (CSRIC™) designation. Offered by the College for Financial Planning and designed for experienced financial planning and investment professionals, the CSRIC™ program focuses on sustainable, responsible, and impact investing (SRI) and covers history, definitions, trends, portfolio construction principles, fiduciary responsibilities, and best practices. Gaining the credential requires completing an educational curriculum and passing a comprehensive final exam.
“I have followed SRI (or what is now often referred to as ESG, short for environmental, social and governance) for many years, and it is exciting to see an acceleration in growth and interest as more investors recognize the importance—and the potential—for broadening their lens to consider sustainability and social impact as integral to investment analysis and decisions,” Alice reflected.
Litman Gregory CEO Steve Savage added, “We congratulate Alice on her accomplishment and are pleased to enhance our team’s ability to support clients in exploring and implementing investment strategies that reflect their own values.”
Litman Gregory’s research team has continued to deepen its coverage of the broad universe of sustainable, responsible, and impact funds, ETFs, and other vehicles that specifically integrate environmental, social, and governance considerations into their investment approach. In turn, Litman Gregory advisors work with clients to understand and define their priorities as it comes to reflecting these issues in their portfolios and to advise on strategies for doing so. As the quality and availability of solutions continue to improve, we expect to broaden our offering.
We encourage you to contact your Litman Gregory Advisor to discuss how sustainable investing can fit into your wealth management plan.
Alice Lowenstein Earns CSRIC™, Sustainable, Responsible & Impact Investing Designation
We are pleased to share that Managing Director Alice Lowenstein has obtained the Chartered SRI Counselor designation, the first major financial credential dedicated specifically to sustainable, responsible and impact investing. This designation demonstrates Alice’s knowledge of SRI principles and best practices.
As 2020 comes to a close, we join in the enthusiastic farewells to this truly unique year, and also reflect on what we achieved with our clients through it all. Our colleagues worked against the grim tide of news and unprecedented events to support one another, discover our resilience, and ultimately deliver on our ongoing commitment to our clients.
Barron’s Article Featuring Gretchen Hollstein: 5 Tax Moves to Consider for an Unusual Year
Litman Gregory Senior Advisor Gretchen Hollstein was quoted in this recent Barron’s article, which offered ideas to consider before year-end. She describes some common planning strategies we utilize with clients, such as considering Roth IRA conversions and managing IRA required distributions in a unique tax year.