A Summit Trail Perspective on Sustainable Investing

At Summit Trail, we believe we can help our clients identify opportunities and risks by leveraging a thorough understanding of the interrelationships between economies and their resources. In this report, Summit Trail Head of Sustainable Investing & Chief Portfolio Strategist Jonathan Lewis explores how sustainability can be thought of as a set of practices that meet the needs of life without impairing the future ability to meet the needs of life. Guided by our role as a fiduciary, these efforts will be built on a solid foundation of process with the objective of building portfolios that grow our clients’ generational wealth.