Market Overview

Seasons of Advice Wealth Management Launches the SOA Stewardship Portfolios


Rigorous Filtering Leads to Enhanced ESG Strategies

Seasons of Advice Wealth Management (SOAWM), a leading independent
registered investment advisor, announces today the launch of the SOA
Stewardship Portfolios
, a dedicated investment product built on the
principles of socially responsible investing with a focus on targeting
specific areas of concern.

"We are pleased to offer our clients the SOA Stewardship Portfolios,"
stated Charles Hamowy, CEO and founding partner of Seasons of Advice
Wealth Management. "As investors become increasingly concerned about
environmental, social and governance (ESG) issues facing the world
today, the SOA Stewardship Portfolios are designed to generate enhanced
returns while maintaining the ethical mandates demanded by our clients.
SOA's approach is more sophisticated than investing through ESG funds
and ETFs, which may not provide comprehensive asset allocation solutions
or target key concerns for additional filtering."

The SOA Stewardship Portfolios' thorough investment process begins with
a rigorous analysis of the top two tiers of Morningstar Portfolio
Sustainability rated mutual funds and ETFs. This independent rating
measures how well companies manage ESG risks and opportunities. SOAWM's
enhanced ESG overlay further filters down to target investor's major
areas of concern including tobacco, palm oil, thermal coal, firearms and
weapons and animal testing (optional). The SOA Stewardship Portfolio's
proprietary asset allocation models then create the ideal low-cost ESG
portfolio based on specific risk tolerances, return expectations, and
tax sensitivity -- all designed to outperform industry benchmarks.
Portfolios available offer a full range of asset allocation models from
conservative to aggressive.

"With an estimated $8 trillion invested worldwide in ESG portfolios*,
ESG investing has quickly become an important asset class," said
Christopher Conigliaro, chief investment officer at Seasons of Advice
Wealth Management. "As intergenerational wealth significantly grows from
baby boomers to millenials, ESG investing has become a priority in the
investment decision making process. "

"The SOA Stewardship Portfolios approach is forward looking and
relevant," added Hamowy. "It provides a complementary methodology to
building wealth by aligning your portfolio with your personal values."

*Source: Allianz Global Investors

About Seasons of Advice Wealth Management

Seasons of Advice Wealth Management (SOAWM) is a leading independent
registered investment advisor with over $600 million under management.
For over three decades, SOAWM has helped clients make relevant and
effective financial choices to help them comfortably and confidently
achieve their financial potential. SOAWM's unique and systematic
seasonal approach to managing wealth integrates financial advice and
strategic planning with the natural flow of one's life and assets.
Thinking seasonally provides critical constancy; context and
organization helps clients follow a proactive financial plan that can
endure for generations. For more information on Seasons of Advice Wealth
Management, please visit:

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