At Brooklyn Plans, our job isn’t to tell clients what to invest in — it’s to listen, take in what we’re hearing, and problem-solve. And what we hear over time shifts. More and more, clients are getting specific about the kinds of investments they want to hold — sometimes requesting exclusions of individual companies like Tesla or Amazon.
Lately, we’ve started hearing from clients who want to divest from Israel as a whole.
Why This Has Become a Focus
Annually, we review market and account performance one-on-one with our clients. In 2024, Israel’s stock market was the best-performing country in the world (+34.1%), ahead of the U.S., Taiwan, Singapore, and more.
For some clients, this remarkable return was further reason to divest. While these clients recognize the financial strength of Israel’s market, they’ve told us it conflicts with their personal values — and we’ve responded by building portfolios that exclude Israel while staying true to our investment philosophy of global diversification.
Multiple Avenues to Customize Your Portfolio
New Portfolio Divested from Israel: In response to client requests, we’ve designed a new option that excludes Israel while maintaining global diversification. This is a fresh addition to the suite of portfolios we offer.
Socially Responsible & Sustainable Portfolios: Applying environmental, social, governance (ESG) principles to avoid fossil fuels, private prisons, and weapons while emphasizing companies with positive practices.
Separately Managed Accounts (SMAs): Minimums have recently been lowered from $500,000 to $250,000 per account, making them more accessible. SMAs allow highly customizable screens, giving investors the flexibility to exclude everything from high greenhouse gas emitters to companies without gender diversity on their boards.
The Future of Values-Aligned Investing
Socially responsible investing has evolved from niche exclusions to personalized, client-driven solutions. With modern tools, you can design a portfolio that reflects your unique priorities without sacrificing sound financial strategy.
At Brooklyn Plans, our mission is to help you invest not just for returns, but with confidence that your money reflects your values.
If you’d like to learn more about ESG, SMAs, or the new Israel-divested portfolio, let’s talk. We’ll work together to build an investment strategy that reflects your values and supports your long-term goals.
Schedule a conversation with us » (or click on “get started” to schedule a conversation).