February 7, 2023
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Mission Wealth Management launches Social Values Portfolio


Santa Barbara-based financial advising firm Mission Wealth Management launched its new Social Values Portfolio, which aligns investments with an investor’s values.

“The introduction of the Social Values Portfolio is in perfect alignment with Mission Wealth’s purpose as a business to serve both our clients and the community at large,” Mission Wealth CEO and founder Seth Streeter said in a news release. “Clients can easily invest according to their personal values in a diversified manner and feel good that their money is in synch with their beliefs.”

Mission Wealth has been offering customized socially responsible investing portfolios for several years, and recognized a growing demand for a managed investment that sought out companies with socially responsible values and excluded companies with controversial products or records.

Mission Wealth is a registered investment adviser that manages more than $1.3 billion in assets and serves more than 750 families nationwide.

• Contact Alex Kacik at akacik@pacbiztimes.com.