As one of the few financial services companies in New England that is also part of a Certified B Corporation, Mascoma Wealth Management has always been committed to providing investment opportunities and guidance for a broad spectrum of clients. We work with established partners to help inform our thinking in terms of portfolio allocation and investment vehicle selection, while using sophisticated software to help guide investment analytics.

Mascoma Wealth Management is uniquely able to serve our clients as we integrate the powers of a 126 year-old mutually owned bank, a wealth of offerings, the depth of our shared expertise, and a steadfast commitment to serve our community.

Working in conjunction with our Trust Department (live link), Private Banking (live link), and other collaborating professionals, Mascoma Wealth Management offers a holistic approach to our customers’ financial security.

The fiduciary mindset drives our entire investment management approach. Our process is rigorous and based on achieving the highest risk-managed returns possible within the boundaries of our client’s investment risk profile. At the same time, we are nimble enough to adjust portfolios as market and economic conditions warrant.

Mascoma Wealth Management recognizes the importance of proper asset allocation, geographic diversification, and diligent risk control in achieving a superior risk-adjusted investment return. Additionally, Mascoma Wealth Management can incorporate investment options screened for their environmental, social, and governance (ESG) attributes. We have a strong commitment to working with clients to ensure their portfolios reflect their values.

Mascoma Wealth Management’s investment strategy seeks to accomplish three primary objectives:

1. Provide actively managed, strategically diversified, long-term portfolios
2. Utilize passive investment vehicles as the core of our portfolios
3. Generate returns consistent with an account’s stated risk tolerance

In alignment with our parent company’s Certified B-Corporation® status and in answer to the interests of our clients, Mascoma Wealth Management takes pride in our longstanding commitment to offering environmental, social, and governance (“ESG”) investment options to our clients. By considering environmental impact, social responsibility, and strong governance practices, our goal is to generate sustainable returns and positive societal impact.

Our early focus on ESG investing sets us apart from other firms. We have developed a deep understanding of ESG frameworks, have engaged with ESG data providers, and have forged partnerships with asset managers specializing in this area. As a result, we can provide clients with a strong range of ESG investment options that meet our strict investment vehicle requirements. While ESG investing has gained significant attention and momentum in recent years, we are proud to have been at the forefront of this movement. Our experience and expertise in ESG investing allows us to guide clients through the evolving landscape of sustainable and responsible investment opportunities.

 

Disclosure Documents:
View the Mascoma Wealth Management Part 2A and 2B Brochure.
View the Mascoma Wealth Management CRS Brochure.