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How does the advisor help clients – Key Takeaways:
CLIMECO ENVIRONMENTAL CAPITAL MANAGEMENT LLC (CLIMECO) is a leading financial advisory firm with a specialty in environmental and sustainable investing. They provide expert financial services to a wide range of clients, including individuals, businesses, and institutions. With a team of experienced and knowledgeable advisors, CLIMECO helps clients achieve their financial goals while also making a positive impact on the environment.
Facts and Insights
CLIMECO has been in business for over 20 years, providing top-notch financial services to clients nationwide. As a trusted advisor, they have built a reputation for their expertise in environmental and sustainable investing, as well as their dedication to client satisfaction and success.
CLIMECO takes a unique approach to financial advising by integrating environmental and sustainability factors into their investment strategies. This not only benefits the planet, but also helps clients to achieve long-term sustainable growth and potentially higher returns.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15+ | 20+ years |
Financial Services Offered
CLIMECO offers a range of financial services to help clients achieve their investment goals while also making a positive impact on the environment. Their services include:
- Environmental and sustainability investing
- Portfolio management
- Wealth management
- Retirement planning
- Tax planning
- Estate planning
Client Types
CLIMECO provides financial services to a diverse range of clients, including:
- Individuals
- Small business owners
- Corporations
- Institutions
Fees & Compensation
CLIMECO’s fees and compensation structure is transparent and aligned with the best interest of their clients. They offer a fee-based model, which means that the majority of their compensation comes from management fees based on a percentage of the client’s assets under management. This ensures that their advisors are always working in the best interest of their clients, as they only benefit when their clients’ investments grow.
Background
CLIMECO was founded in 1998 by a team of experienced financial experts who saw the potential for environmental and sustainability factors to play a crucial role in investing. Today, their team consists of over 15 advisors, each with their own areas of expertise and a shared passion for responsible investing.
CLIMECO is a registered investment advisor (RIA) and is also a member of the US Green Building Council (USGBC), demonstrating their commitment to sustainability and the environment.
Financial Advisor Disclosures to Know
As a registered investment advisor, CLIMECO adheres to strict regulations and guidelines for client protection. They have no disclosures on record with the Securities and Exchange Commission (SEC) or any other regulatory bodies.
It’s important for clients to understand any potential conflicts of interest or disclosures a financial advisor may have, and CLIMECO provides complete transparency in this regard.