Investment Advisory Services

+ Broadly Diversified Across Asset Classes & Geography
+ Constructed with Exchange-Traded Funds (ETFs) & Traditional Mutual Funds 
+ Ongoing Research & Monitoring in Fund Selection
+ Disciplined Approach to Trading, Rebalancing, & Tax-Loss Harvesting

+ Financial Market Updates
+ Educational Articles & Resources
+ Quarterly Investment Letters to Clients

At Lutz Financial, our team is dedicated to helping you find and select the funds that speak to you and your values. Environmental, Social, and Corporate Governance (ESG) practices give you a chance to grow your wealth while also bringing positive change to the world. Through extensive research and a detailed screening process, our team will help you identify investments that you feel good about. We will assist you in aligning your investment strategies with your personal, social, and environmental preferences while keeping your financial performance at the core.

Our Approach

Lutz Financial is increasingly conscious of how business practices may impact the world and, in turn, future generations. We work with Dimensional Fund Advisors to deliver a research-based approach to help you align your wealth management strategies with your social and environmental preferences. Dimensional utilizes a Core Equity method in structuring their portfolios which targets areas of higher expected return in a diversified and cost-efficient way. To achieve this, they run a significant screening process reflecting a wide set of investor concerns.

Social Screens are utilized based on the United States Conference of Catholic Bishops (USCCB) Investment Guidelines and include the following:

+ Abortion
+ Adult Entertainment
+ Alcohol
+ Child Labor
+ Contraceptives
+ For-Profit HC
+ Gambling
+ Pharma
+ Stem Cell
+ Sudan 

The United States Conference of Catholic Bishops (USCCB) investment guidelines are available at http://www.usccb.org. Learn more about Dimensional Fund Advisors.