Your Financial Plan-It

Are ESGs the New Way to Make Investment Decisions? with Jeff Allen and Eric Nahat


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More and more investors are making decisions based on non-financial factors. These factors may have an even larger impact on your investments than the finances.

In this episode, David Vallieres is joined by Jeff Allen, director of planning solutions, and Eric Nahat, advisor and director of the investment committee at Synergy Capital Solutions. David, Jeff and Eric discuss why ESGs are becoming so popular, take a look into the history of ESGs, and discuss where they think they may be going in the future.

They also share why you may want to consider a company’s ESG files before investing.

David, Jeff, and Eric discuss:

●     The different aspects of ESG investing

●     Why investors are looking into company’s ESGs before deciding to invest

●     The history behind ESGs and where they may go in the future

●     And more!

Connect with David Vallieres:

●     LinkedIn: David Vallieres

●     Synergy Capital Solutions

●     Email: [email protected]

Connect with Jeff Allen

●     LinkedIn: Jeff Allen

●     Synergy Capital Solutions

Connect with Eric Nahat

●     LinkedIn: Eric Nahat

●     Synergy Capital Solutions

Hightower Advisors, LLC is an SEC registered Investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.

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Your Financial Plan-ItBy Synergy Capital Solutions