Longwave Financial

Overview

Longwave Financial is a New York-based firm specializing in holistic financial planning and fiduciary asset management with a focus on ESG and impact investing. They offer comprehensive financial planning services, integrating clients' personal values and goals into their financial strategies. As independent advisors, they provide objective advice without influence from banks or insurance companies, acting in their clients' best interests. Their investment approach is rooted in a scientific methodology, emphasizing passive investment management to achieve superior results. They believe in the efficacy of capitalism and the market's ability to reward investors for risk over time. Their portfolios are customized to clients' needs and values, aiming to make an authentic contribution to the ESG space by focusing on rigorous ESG solutions across all tracked categories. Longwave Financial is committed to using their capital as a voice for structural change, including exercising their voting power to make real change. They cater to individuals who are deliberate about creating a successful future, driven to create, explore, and learn, and interested in exploring values-based investing such as environmental and social considerations. Their clients often feel a sense of responsibility to make a positive change in the world through sustainable investing strategies and thoughtful choices.

Investment Focus

• Interest in ESG and impact investing
• Commitment to long-term financial planning
• Alignment with values-based investment strategies