Celebrating B Corp™ Month

March is B Corp Month and Wetherby is excited to celebrate along with our fellow B Corps!

B Corps, or Certified B Corporations™, make up a movement of businesses working to build more inclusive and equitable companies, stronger communities and a healthier planet. These companies are committed to higher social, environmental and governance standards in business, balancing purpose and profit. As B Corps, we set the standard for a better way to do business and encourage the best from our peers.

Our firm became a B Corp as part of our ongoing efforts to build and maintain a values-aligned organization. As a B Corp, we demonstrate that business can be a force for good for all stakeholders, including our clients, our team and our community.

Some Ways in Which We Uphold Our B Commitment

  • Exceptional client service
  • Customized investment & planning advice
  • Impact investing offering
  • Commitment to diversity, equity & inclusion
  • Community service & corporate citizenship
  • Employee ownership structure
  • Green & sustainable office practices

Why Wetherby Chose to Certify

We see certification as an opportunity to support a community that upholds similar values to those on which we were founded. The B Corp community and triennial recertification process encourages us to enact best-in-class organizational practices and continuously engage with our stakeholders to ensure we uphold our commitment to high social, environmental and governance standards.

Why Do B Corps Matter?

We believe we are all responsible for each other and for future generations with the choices we make. B Corps aim to redefine business success by holistically considering and improving their impact on society and the environment. By voluntarily meeting higher standards of transparency, accountability and performance, B Corps distinguish themselves by offering a positive vision of a better way to do business.

What is a B Corp?

B Corps are for-profit companies certified by the nonprofit B Lab as meeting enhanced standards of social and environmental performance, public transparency and legal accountability. This global movement includes a community of over 3,800 B Corps in 150 industries and 74 countries.1

The Certification Process

The non-profit B Lab™ conducts a rigorous audit, the B Impact Assessment, to certify B Corps. Companies report on over 250 questions about their operations, organizational practices and business model. These responses are independently verified and scored by B Lab. Only companies that exceed a scoring threshold are eligible for certification. Certified B Corporations then undergo a recertification process every three years to ensure transparency, progress and continued commitment to these holistic business standards. As a Certified B Corporation we’re not just responsible, we’re also accountable.

Wetherby certified initially in 2016 and recertified in 2018, improving upon our 2016 score by 23% in our recertification. In the most recent awards in 2019, we were honored to be recognized as B Corp Best for the World in four categories: Customers, Workers, Governance and Changemakers.2 We believe this recognition highlights our ongoing commitment to building a values-aligned organization and demonstrating that business can be a force for good for all stakeholders. We are proud of the significant and measurable strides we made in improving our impact as a Certified B Corporation and look forward to opportunities to continue deepening our impact in the future.

Learn More

For more information about B Corps, please visit bcorporation.net.

1As of March 11, 2021, per bcorporation.net

2Please see important disclosures on our disclosures page and important information on methodology at the following links: Customers, Workers, Governance, Changemakers

Disclosures

All content presented on the Wetherby Asset Management (“Wetherby”) website is for informational purposes only and is from sources believed to be reliable. No warranty is either expressed or implied by its presentation.

This content is not, and should not be, considered a recommendation, offer, nor solicitation of an offer by Wetherby or its affiliates to buy, sell or hold any security or other financial product; nor is it an endorsement or affirmation of any specific investment strategy. Past performance is no guarantee of future results. Inherent in any investment is the potential for loss.

Information contained in third-party articles was prepared by independent outside parties, and the accuracy of any such information may have changed since the article was published. Unless otherwise specified, opinions expressed reflect those of the author and not of Wetherby. Wetherby does not guarantee the accuracy or completeness of information in these articles and assumes no liability for damages resulting from or arising out of the use of such information. Should any specific funds or securities be mentioned in a third-party article, it may not be reflective of any funds or securities recommended by Wetherby, nor should it be considered an investment recommendation or investment advice. These investment strategies may or may not be appropriate to incorporate in our client portfolios. Wetherby’s analysis is subject to change as information develops regarding specific investment goals, profiles and/or the economic markets. Individual investments typically constitute a minority allocation within a client’s fully diversified portfolio managed by Wetherby.

Wetherby manages portfolios according to each client’s specific investment needs in accordance with a signed investment agreement. Therefore, each client’s portfolio has a unique set of circumstances and, consequently, investment results. Wetherby’s outlook may change if the client provides new information or if there are material changes in the market or investment recommendations. While Wetherby intends to add value to our clients in non-investment related areas of tax and financial planning, we do not hold ourselves out to be practicing income tax professionals or estate planning attorneys. You should consult your tax advisor and/or estate planning attorney for any legal or accounting needs.

To the extent that our website contains information about specific companies, securities and/or investment strategies – including whether they are profitable or not – it is provided only as a means of illustrating a potential investment thesis. It is not intended as a reflection of any securities or funds held by clients nor the experience of any client; the holdings and performance of which may be materially different from any investments discussed. It should not be assumed that any information contained serves as a substitute for, personalized investment advice from Wetherby or an investment agreement.

If a reader has questions regarding the applicability of this information to her/his situation, she/he is encouraged to consult with the professional advisor of her/his choosing. A copy of Wetherby’s current ADV Part 2 & 3 discussing our advisory services, fees and other relevant information is available upon request.

 

Certifications

Wetherby’s status as both a Certified B Corporation® and a Certified San Francisco Green Business is indicative of our commitment to enhanced social, environmental and governance standards. It is not intended to represent Wetherby’s investment capabilities or performance. For additional details regarding Certified B Corporations® please visit www.bcorporation.net; for San Francisco Green Business please visit www.sfenvironment.org/green-businesses.

Social Media

Social media content involving Wetherby and our affiliated people is intended solely for informational purposes. It should not be considered as a recommendation, investment advice, nor an offer or solicitation of services. Links to third-party content are provided for convenience only; Wetherby cannot assure the accuracy or completeness of the information and no warranty is either expressed or implied by its presentation. Neither Wetherby nor our affiliated people are responsible for any third-party content, services, products or information. Please note that as a registered investment advisory firm with the U.S. Securities and Exchange Commission, Wetherby and our affiliated people are restricted from using any form of testimonial relating to our investment advisory services. We appreciate your acknowledgments; however, our policy requires that we hide any recommendations or endorsements.

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