STEWARDSHIP

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Our firm values the personal long term basis relations with each private client, institutional investor and take pride in seeing their finances grow. We are dedicated to investment stewardship since its inception.

As a firm we take Responsibility in the protection, preservation and growth of our clients wealth. The following principles and guidelines set out our thinking in this fundamentally important area of our business. 

For all of these reasons, governance and sustainability really matters to us. 

We also planning to launch sustainable versions of our equity's allocation value shares this year, in order to provide investors with a simple, transparent way to access a sustainable portfolio's. 

Through the combination of traditional investment approaches with environmental, social and governance (ESG) insights, investors ranging from global institutions to individuals are taking a sustainable approach to pursuing their investment goals. Stability & Innovation help us to grow and succeed with our client's. Roxbury stewardship means in all our activities, to help our clients achieve they financial aspirations and goals.