CUSTOMIZED SOCIALLY RESPONSIBLE INVESTMENT MANAGEMENT

We manage investment portfolios of individuals, families, non-profit organizations, and businesses in a completely customized way.  Each portfolio is constructed according to the different needs, preferences and guidelines of the clients.  We develop specific financial parameters (explained in detail elsewhere) as well as social parameters of the portfolio with each separate client.  We manage the investments in this highly customized way according to the desires and needs of the clients. 

We provide socially responsible investment management services by incorporating various social criteria guidelines specified by the client.  In addition, we work with clients to incorporate into their portfolios positive impact stocks which tend to be mostly smaller companies that have only one or two clear lines of business that are easily identifiable as benefiting society in some area, such as energy, environment, education or affordable housing.   We also work with those clients who want to invest in direct impact community investing projects or funds. 

Our focus is to provide a high quality personalized customer service with good client communication, strive hard to achieve very competitive financial returns, and to create a high level of positive societal impact.