Socially Responsible Investing is an investment strategy that seeks to match financial investments with companies that have strong environmental, social, and/or corporate governance track records. Put simply, it allows individuals to align their finances with their values (put even more simply, it’s a win-win). While there’s often a disconnect between the choices we make each day to stay true to our values and the way that we invest our money, it doesn’t have to be this way! We truly believe that anyone can invest in responsible companies; we just have to find the right companies with the right fit for you.
Whether it’s investing only in environmentally conscious companies, those committed to social justice, or paying attention to ethical corporate governance, we give the power to the people (that’s you).
IT’S ALL ABOUT YOU
Our primary goal is to listen to your needs, find appropriate solutions, and make sure you’re happy with the process. Really, that’s it.
We listen to what you have to say and make sure your dollars and cents are aligned with what matters to you, unique individual that you are. Whatever your values are, we can create an investment portfolio that fits with your financial needs and your individual values.
We all have values. We’re here to talk about yours.