Although the average age of Marlo Stil’s clients is 65, many of those in retirement are becoming interested in environmental, social and corporate governance investing, which is often considered the purview mostly of millennials.
Stil, an adviser and managing partner in the Rancho Mirage, Calif., office of Wealth Consulting Group, which is based in Las Vegas, reports surprising success when helping retired clients measure and evaluate how to make their long-term investments make the world a better place for their grandchildren by using the tools of ESG or socially responsible portfolios.
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