Green Path Portfolios

A low-cost actively managed portfolio service that is designed for sustainable growth using environmental, social and governance (ESG) investment values.

Green Path Portfolios

Green Path Portfolios

Socially responsible investment (SRI) and the use of ESG investment criteria to guide investments has moved into the mainstream. There is now overwhelming evidence that sustainable investment can deliver comparable returns with traditional investments and also offer opportunities for outperformance based on reduced risk.

Our Green Path portfolio funds consider the impact of the funds in which they invest on the environment; their social impact recognising the civil, economic and social rights of all stakeholders; and ensuring good corporate governance.

All our Green Path portfolio holdings are regularly screened using ESG criteria through MSCI ESG and Morningstar Sustainability Ratings. Our strategies take a positive approach to seeking sustainable investments that have a greater potential to boost returns.

Our three Green Path portfolios invest in a blend of ESG index tracking and exchange traded funds as well as actively managed funds covering all major global markets.

The portfolio range aims to achieve sustainable growth and provide a diversification of assets at a very competitive price to the investor.

The Green Path portfolios are designed to assist in efficient reliable, and sustainable investment and pension accumulation strategies.

Call 01792 477763 today or contact us and we'll take the time to understand your financial objectives before recommending a portfolio that's right for you.

Chris Davies

Chris Davies

Chartered Financial Adviser View Profile

Chris Davies

Chartered Financial Adviser
Phil Johnson

Phil Johnson

Independent Financial Adviser View Profile

Phil Johnson

Independent Financial Adviser
Kevin Jones

Kevin Jones

Independent Financial Adviser View Profile

Kevin Jones

Independent Financial Adviser
Robin Burden

Robin Burden

Chartered Financial Planner View Profile

Robin Burden

Chartered Financial Planner

Our financial advisers have a wealth of experience helping clients with their investment planning. We can help you build and benefit from wise and prudent investment portfolios. We believe it’s important that you to have confidence in your investments and the peace-of-mind to enjoy life to the full.

Our Contacts

Estate Capital Financial Management
7 Uplands Crescent,
Swansea, South Wales,
SA2 0PA.
Tel: 01792 477763