We help people look at their financial future from the inside out. By truly understanding what matters most to our clients, we make their investments work for them and honor their values. We use simple language to demystify complex issues, and provide a wide range of investment options. Socially responsible investing is the cornerstone of a solid financial plan.
Research supports that responsible, sustainable investing strategies yield competitive returns.
Our investment philosophy is rooted in a firm conviction that SRI is the strategy of the future and the future is now. As of year-end 2013, more than one out of every six dollars under professional management in the US —$6.57 trillion or more—was invested according to socially responsible investment strategies.*
Cost-efficient SRI funds are ideal investments and the foundation of a globally diversified portfolio: they demonstrate competitive returns; and in contrast to traditional funds, they lobby companies to improve policies and practices that reduce risk and increase profitability. This advocacy work reflects a commitment to good governance, environmental sustainability, human rights and social justice.
*(The Forum for Sustainable and Responsible Investment.)