# ESG Asset Management

ESG Asset Management is a Bank / Wealth / Trust based in Syosset, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Syosset, United States
- **Region:** North America
- **Address:** Syosset, NY, United States
- **Assets under management:** Undisclosed
- **Website:** esgassetmanagement.com

## Regulatory record

- **Reports private funds:** No

## About

ESG Asset Management is a wealth management firm based in Syosset, New York. It focuses on investment management in North America.

## Questions

### What asset classes does ESG Asset Management cover?

The firm manages public equity and fixed-income portfolios, including corporate and government bonds. Mutual fund selection also features in client accounts. The firm applies ESG screens across all asset classes it offers, and does not appear to manage private equity, venture capital, or real assets directly.

### How does ESG Asset Management implement its sustainability screens?

The firm uses a dual approach: exclusionary screens that remove companies involved in tobacco, weapons manufacturing, or fossil fuel extraction, and positive inclusion criteria that favor companies with strong environmental, social, and governance practices. The specific rating methodology is proprietary and applied at the individual security level.

### Does ESG Asset Management offer customized portfolios?

Yes. The firm manages separately managed accounts tailored to client-specific objectives, including tax-aware strategies, income-oriented portfolios, and capital preservation mandates. This customization distinguishes it from off-the-shelf ESG mutual fund providers.

### Is ESG Asset Management a registered investment adviser?

ESG Asset Management operates as a regulated investment adviser and files the required disclosures with the SEC. Its Form ADV, which details services, fees, and conflicts of interest, is publicly available through the SEC's Investment Adviser Public Disclosure database.

### How does ESG Asset Management report on the impact of its portfolios?

The firm provides clients with reporting on the ESG characteristics of their holdings, including carbon footprint metrics, governance scores, and social impact indicators. The depth and format of this reporting vary by client mandate.

## Related profiles

- [ESB](https://altss.com/profile/esb)
- [ESG Planning](https://altss.com/profile/esg-planning)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/esg-asset-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology