A new model impact investment portfolio service designed for financial planners. Impact investment specialist, Worthstone, has partnered with wealth managers Helm Godfrey in a joint initiative called Wellth to offer authentic and competitively priced impact investment portfolios. Underpinned by Worthstone’s comprehensive impact rating methodology, each fund and portfolio will be scored on six different key measures to generate an overall impact score that will be reviewed quarterly.
Naming, messaging, brand identity, content and web. Conveying the sense of heavy-weight expertise, experience and authenticity along with a fresh image that feels different to other offers has been the key to getting this work right.