Overview

At ESG Managers® Portfolios, we are pleased to offer a variety of account options and shareholder services to help meet your investment needs.

Types of Accounts

  • Regular Accounts
    Individual, business and trust accounts are available for all ESG Managers® Portfolios.
  • Traditional IRA
    Contributions to an IRA may be tax-deductible. Taxes are paid only when funds are withdrawn, when investors may be in a lower tax bracket.
  • Roth IRA
    Contributions to a Roth IRA are not deductible, but after five years some types of withdrawals are tax-free.
  • SIMPLE IRA
    This is a retirement plan designed for small businesses.
  • SEP IRA
    This is an employer-funded retirement plan for small businesses and self-employed persons.
  • Education Savings Account & Uniform Gift to Minors Account (UGMA)
    These plans can provide excellent ways to save for a child’s education.


Please note that the information above does not constitute tax advice. Always consult your tax advisor before making any tax-related investment decisions.