OnPoint’s Natalie Berning Appointed to Raymond James’ Sustainable Investing Advisory Council

5/10/2021

Natalie Berning, CFP®, Financial Advisor, OnPoint Wealth Management & Investment Services, has been appointed to the Raymond James Sustainable Investing Advisory Council, according to Samantha Trebesch, Vice President of Strategic Initiatives at Raymond James and Council Chair.

Raymond James’ approach to sustainable investing is collaborative in nature across all business segments and heavily influenced by feedback from advisors, including the council, which is comprised of a select group of 16 financial advisors across the firm’s affiliation models. Established in 2018, the council’s mission is to enhance the firm’s sustainable investing capabilities and resources made available to the firm’s approximately 8,200 advisors and their clients, according to Kim Jenson, Chief Operating Officer of Raymond James’ Private Client Group and Executive Sponsor of the firm’s sustainable investing initiatives.

“Positive asset flows continue to reinforce growing interest in sustainable investing, providing our advisors the opportunity to further engage our high-net-worth clients in deeper relationships through impact investing, tying to their philanthropic efforts, and engaging the next generation in the wealth transfer through meaningful conversation around values and legacy building,” said Jenson at the council’s February 2021 meeting.

“We’re very pleased with the progress of the council to date in advancing our sustainable investing insights and platform, namely expanding choice to advisors and clients in building positive impact through their portfolios,” Trebesch added. “We’re excited to welcome Natalie Berning, who brings deep experience customizing successful investment strategies that are based on each client’s individualized priorities and overall plan. Her track record of success and unwavering client service gives those she works with the utmost confidence that they are on the path to achieving their short- and long-term goals.”

“I’m honored to serve on the firm’s sustainable investing council,” said Berning. “Many of my clients in the Pacific Northwest ask how they can invest leading with their values and ideals. They want to know where their money is going and the impact their investment will have on the world around them. Raymond James’ sustainable investing resources have assisted me in guiding my clients, and I am looking forward to joining this group of like-minded advisors.”

Raymond James advisors have access to a variety of sustainable investing vehicles and resources to fit their clients’ needs, including professionally managed portfolios, individual equities and bonds, funds, green bonds, and alternative investments. For more information, click here.

Investments & Wealth Institute is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.

 

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