Empowering Financial Wellness
Common Interests is an independent family wealth management practice with a healthy attitude of humility and service. We are committed to empowering the financial wellness of our clients and do this in a socially responsible manner by bringing to bear our years of experience, knowledge and integrity
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What makes us different? Investing with Impact.
On top of the traditional measurements of an investment strategy, we overlay our values system on the portfolios we build. Our screening process looks at how companies are positively and negatively performing in the following categories: Environmental, Social, and Governance (ESG). These three central factors help us to measure the sustainability and ethical impact of our investments without compromise.
We look at the environmental impact of our investment choices. We want to be part of the solution, not the problem.
We research how companies treat their employees, their local communities and resolve any potential conflicts.
We identify companies that use the best practices of good corporate governance and work with those who want to improve their performance.