We have a strong commitment to achieving the following goals:
We achieve this by providing high quality customer service, continuous and meaningful communication, and solving comprehensive financial needs of the clients. We are in the business of serving people, and we know that putting in the time and effort required to develop a successful relationship can make all the difference.
highly competitive financial return
Naturally, we work to provide a highly competitive financial return on investments. We use a systematic and disciplined approach to investing along with conducting extensive research.
positive societal impact
We work with you to achieve of your specific goals of social impact through your investments. Additionally, we participate in other socially responsible activities; such as, shareholder activism and networking on issues to help make the world a better place.
high standard of ethics
We operate under the highest standard of ethics to inspire trust and confidence. We will handle the money and transactions with utmost honesty and integrity and always will strive hard to meet the your goals and needs.
A strong focus of ours is to provide highly customized portfolio management services that are both financially and socially customized. Each portfolio is individually designed for the client, based upon the financial and social guidelines that are developed during our initial discussions.
We strive to work with other firms and professionals in the SRI field in order to better meet the various needs of the clients. We also belong to various associations and institutions, in the field, to participate in coordinated efforts on various social issues. One example of this would be participating in coordinated shareholder resolutions or dealings with the Securities Exchange Commission (SEC) through efforts of the Social Investment Forum (SIF), ICCR, and other organizations. We would also participate in various community investment efforts.
We do not take custody or hold any of client’s funds or securities. An independent third party handles custody of all funds and securities. This third party also accounts for all transactions on the account and makes monthly account reports directly to the client with a copy to us.