If you have a portfolio of a minimum of $300,000 and would like a complimentary review of stocks and bonds from the social criteria and financial perspectives, please send us an email by clicking below.  Please give us your name and phone number and we will contact you to get the list of stocks (or mutual funds) and bonds and discuss your social criteria.  We can also provide ratings on stocks and bonds in your portfolio from the financial perspective.  You can include any questions you may have about this process or our firm.

Visioncapital2@sbcglobal.net