Willow is an independent registered investment advisory firm offering personalized wealth management services for individuals, non-profits, and corporations. We managed retirement accounts such as IRAs, 401ks, 403bs, SEPs, and ROTH IRAs, in addition to trusts, corporate investment accounts, and taxable account. Willow was founded in 2009 by Lydia Alexandra Dest and draws on over 35 years of investment experience in capital markets. We are client oriented and use our collective voice to push the needle toward a more sustainable future. We integrate ESG (environmental, social, governance) factors into all of our work. Willow is a Certified B-Corporation and a certified Women’s Business Enterprise (WBE). In addition to above, Willow offers separately managed accounts for digital assets though Willow Crypto. This service is also available to other Advisors and RIAs looking to provide their clients with a managed digital asset solution through an SMA. Willow sees the power of distributed ledgers, smart contracts, decentralized and distributed infrastructure and the impact they can have on society at large. Reach out to learn more. Willow also offers WillowESG a proprietary ESG ratings and equity research tool available to other Advisors, RIAs, wealth managers, and broker-dealers. WillowESG screens over 3,500 individual US listed companies on multiple ESG factors and examines how they address the United Nations Sustainable Development Goals (SDGs). In addition, WillowESG provides monthly commentary, considerations, and observations on emerging trends with sector analysis. WillowESG tracks momentum and progress on year over year improvements to help identify and examine those companies making gains on issues important to you and your clients. WillowESG offers a complementary piece to your ESG research strategy.
