The Merchant/Gitterman tie-up taps into Millennials’ famed enthusiasm for ESG investing approaches.

US-based Gitterman Wealth Management has partnered with Merchant Investment Management to provide sustainable investment solutions to families and advisors. 

Gitterman has a SMART (Sustainability Metrics Applied to Risk Tolerance)® Investing Solutions offering, which taps into environmental, social and governance-themed mutual fund portfolios, Fossil Fuel Free Mutual Fund Portfolios, and the FACTS® SMA, an actively managed portfolio of approximately 25 companies which they believe are most poised for price appreciation and total return.

“Our SMART Investing Solutions program for financial professionals is one of the first co-sourced chief investment office/asset allocation models for advisors interested in sustainable, impact, and ESG investing. It gives you everything you need to market and deliver services that provide an added layer of due diligence, respond to the rapidly growing trend of Impact/ESG Investing, and generate competitive returns,” GWM co-founder Jeff Gitterman said. 

The Merchant/Gitterman tie-up taps into Millennials’ famed enthusiasm for ESG investing approaches. The organizations cited figures which they said show that almost $24 trillion of assets will be passed to this population segment in the next 15 years. 

Founded by Jeffrey L Gitterman and Elias S Rauch, Gitterman Wealth Management is an independent SEC registered investment advisory firm, claiming to be a prominent player in the sustainability investment space. In recent years, it hosted the 2018 Sustainable Investing Conference at the United Nations, and is a co-host of the 2019 Sustainable Investing Conference at the United Nations.