Investing with Purpose

By Andrea Young on November 24, 2020

We want to thank Sarah Hinman for leading our March 9th Empower Women event,  Investing with Purpose. It’s no secret that COVID-19 altered the world as we know it, including the investment universe. With ESG (environmental, social, governance) investing already trending upward pre-pandemic, this public health crisis and its subsequent economic impact seems to have accelerated this development with no signs of slowing. Sarah discussed  Mission-Aligned Investing™ and talked about key areas that are necessary to understanding the benefits, drawbacks, limits and opportunities with this type of investment.

Sarah Hinman, CPA/PFS, CFP®
Senior Consultant, The Wealth Office®

Sarah provides investment consulting services to nonprofit organizations, corporate executives, family trusts and other substantial investors. She services clients by providing advice and expertise on asset allocation, portfolio design, investment policy statements, manager search process and overall investment management. Sarah is the chair of the firm’s Mission-Aligned InvestingTM Team. Sarah earned a BS in Accounting from the University of Illinois at Urbana-Champaign and a BA in Fashion Marketing and Management from The Illinois Institute of Art in Chicago. Sarah also earned a Masters of Accounting Science from the University of Illinois at Urbana-Champaign. She is a Certified Public Accountant (CPA)/Personal Financial Specialist (PFS) and is a Certified Financial Planner (CFP®). Sarah also passed the CFA Level I exam. In her free time, Sarah enjoys cooking and fashion and supports a local retailer, Embellish Boutique, with marketing and accounting.

Please enjoy the podcast interview and the takeaways from this event.

Empower Women is a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC, member FINRA and SIPC. Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC. All information referenced herein is from sources believed to be reliable. Empower Women and Hightower Advisors, LLC have not independently verified the accuracy or completeness of the information contained in this document. Empower Women and Hightower Advisors, LLC or any of its affiliates make no representations or warranties, express or implied, as to the accuracy or completeness of the information or for statements or errors or omissions, or results obtained from the use of this information. Empower Women and Hightower Advisors, LLC or any of its affiliates assume no liability for any action made or taken in reliance on or relating in any way to the information. This document and the materials contained herein were created for informational purposes only; the opinions expressed are solely those of the author(s), and do not represent those of Hightower Advisors, LLC or any of its affiliates. Empower Women and Hightower Advisors, LLC or any of its affiliates do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax or legal advice. Clients are urged to consult their tax and/or legal advisor for related questions.

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