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SustainableStrategies

Financial Services
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Overview

MaimonWealth has launched Sustainable Strategies to identify real-world solutions for investors focused on how they might align their investment decisions with their personal, social and ecological values. We believe that investment strategies founded on established and proven principles that reflect personal values can provide competitive returns over time. Based on over 25 years of experience advising clients, we have developed clear methodologies on how to best structure and deliver customized wealth management services. Our values encompass communication and services that are: -Substantive -Objective -Forthright -Transparent Our services are built on a foundation of disciplined and evidence-based guidance, designed to provide our clients with the confidence to focus on that which brings them the greatest joy and fulfillment. Investment advice and portfolio management services are provided by Maimon Wealth Management Ltd, a licensed Portfolio Management Company.