Updated: Jun 10, 2022
Dear Clients & Friends,
As you all know, Socially Responsible Investing is the law of the land here at MORWM. We are also a B Corp, which means that we put people and planet above profit. In keeping with these values, we strive to make our daily operations as easy on the Earth as we can. For example, we recycle our coffee pods (thanks to Elizabeth), use environmentally friendly dish and hand soap, and house our Philadelphia HQ in a LEED Gold building.
The great thing about our clients (you) is that they try to do everything possible to create a positive environmental impact. As of April 2022, 80% of our book of clients are enrolled in paperless delivery, which is a 9% improvement over last year – nice work!
Want to double-check your delivery preferences or enroll in paperless delivery? Please see the instructions below. (We wish that we could do this for you as a customer service, but the regulators do not allow us to choose your delivery preferences.)
To check or update your paperless preferences:
Investor360 > Settings
1. Each account owner needs to do this on an individual basis.
2. If we’ve opened a new account for you recently, you will need to enroll that account in paperless delivery – it will not happen automatically.
3. If you need help, please email your friendly neighborhood MORWM Ops Team! email@example.com.
Want to stick with traditional paper statements? We get it. There is something satisfying about having a physical copy of your correspondence. Remember, copies of your statements, confirms, tax forms, etc. can also be found on your Investor360 portal.
The use of e-signature platforms like DocuSign has become vital in the last couple of years, and we’re grateful for your long-standing acceptance of this method of signing paperwork. We all know that it’s a safe and timely way to conduct business. What you might not be aware of is the positive impact that you’ve had on the environment.
Just by using DocuSign and paperless delivery, we estimate that the MORWM family of clients has saved the following over the last twelve months:
Arbor Day is April 29th
Do you know when the first Arbor Day was celebrated? That’s right: 1872. Click HERE for more Arbor Day Trivia.
If you’d like to offset your paper statements, or if you just feel like doing our planet a favor, please consider planting a tree. Over the span of his career, Matt has planted 124 trees in honor of clients’ life events. We often use A Living Tribute – they plant trees in national forests throughout the United States. We’d be happy to facilitate the tree planting process for you if you’d like.
Looking for an Earth-friendly gift idea for Mother’s Day or Father’s Day? Check out our past Giving with Purpose lists for ideas. Many of the companies are Earth-friendly, and all of them are community-focused.
How did you celebrate Earth Day and Arbor Day this year? I celebrated by finally signing my household up for a composting service. We’ve gone out of our way to buy compostable coffee pods at home for years, and I’ve just now pulled the trigger on actually composting them! So, what will you do? Will you get an electric car? Clean up your local park? Change how you commute to work? We’d love to hear from you!
Stay healthy, and remember to get out there and take some deep breaths.