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News + Insights

News & Awards

Vanderbilt Financial Group Commits to the SRI Space

  Co-Founding Partner Jeff Gitterman was recently featured in an article in InvestmentNews discussing the value of Gitterman Wealth Management’s new partnership with Vanderbilt Financial Group and how this supports the firm’s commitment to the ESG and Impact investing space. You can read the full article below as well as visiting InvestmentNews. Independent broker-dealer Vanderbilt… Read more »

The Investing Enlightenment – ESG on the Rise

Dr. Robert Eccles of Arabesque Partners and Mirtha D. Kastrapeli of State Street’s Center for Applied Research recently published an excellent paper titled The Investing Enlightenment: How Principle and Pragmatism Can Create Sustainable Value Through ESG. With increasing talk and interest around ESG investing on the rise, their paper offers numerous insights and considerations for… Read more »

The Sustainability of the Department of Labor (DoL) Fiduciary Rule

  Gitterman Wealth Management (GWM) is an SEC registered investment advisory firm, obligated to operate as a fiduciary by acting in our clients’ best interests. Fiduciaries are held to this higher standard versus Broker-dealers, who may sell products to their clients which are deemed “suitable” for them, but not necessarily in their best interest. Recent… Read more »

Gitterman Wealth Management Welcomes New Advisor Group

Gitterman Wealth Management announces the joining of a new advisor group. As of July 6, 2016, there will be three additional advisors to bring their wealth of expertise and passion to the firm. We are proud to welcome wealth managers Jane Krier, Randy Warren and associate wealth manager, Ted Hoffman and their support staff, as… Read more »

Gitterman Wealth Management Expands Services with Launch of Impact Investing Models

  Gitterman Wealth Management, an independent SEC registered investment advisory firm, recently announced the launch of SMART (Sustainability Metrics Applied to Risk Tolerance) portfolios, an ESG Impact investing strategy provided to fulfill client’s needs. Developed to pursue outcomes that are socially and environmentally responsible as well as cultivating for clients’ portfolios, Gitterman Wealth Management’s impact… Read more »

Jeff Gitterman Sponsors Fundraiser for CHINJ

On the evening of Monday, May 23, 2016 a fundraiser sponsored by co-founder Jeff Gitterman was held in honor of the Child Health Institute of New Jersey. As part of Rutgers University’s leading comprehensive medical program and the Robert Wood Johnson Medical School, the Child Health Institute is dedicated to improving the health of children of… Read more »