Built on a foundation of trust, integrity and promise, we proudly serve over 71,000 outstanding organizations and more than 17 million individuals. ¹ We take great pride in helping people with saving, investing and advice, while providing them with the tools and resources they need to help reach their financial goals. We’re continuing to grow — and innovate — every day. Our mission is to empower financial freedom for all. That mission starts by delivering advice, personalized guidance and critical support. We strive to meet the unique needs of everyone we serve and embrace the opportunity to inspire them along their journey.
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0.98
Overall Excellence Rating
Industry
Financial ServicesCategory
Investment & Asset ManagementESG/Ethical Impact
We use a combination of exclusive and inclusive filters, primarily in the equity portion of the portfolio, which allow us to avoid controversial categories and simultaneously seek out companies more proactively managing ESG issues. And given our use of individual stocks, it can offer greater tax efficiency and opportunities for customization than off-the-shelf mutual funds and ETFs. Socially Responsible Personal Strategies include the benefits of our Personal Strategy® approach, including optimal asset class mixes that aim to maximize return and reduce risk, our Smart Weighting™ methodology within U. S. equities, tax management and disciplined rebalancing. The incorporation of ESG metrics primarily applies to the U. S. and International Equity asset classes within the portfolio
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Awards Received
2023
Revenues
1000000000.00
Website Traffic
Employee Rating
3.90
Customer Rating
1.90
Company Size
5000-10000
ESG Risk Rating
3.00
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