We have a strong commitment to achieving the following goals:

1

successful relationships  

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.

2

competitive financial return

We work to provide a competitive financial return on investments.  We use a systematic and disciplined approach to investing along with conducting extensive research. 

3

positive societal impact

We work to achieve your financial criteria and values in investments. Additionally we participate in shareholder activism and networking with other organizations in working together to further corporate social responsibility that helps build a better society.

4

high standard of ethics

We operate with a high standard of ethics to inspire trust and confidence. We do not accept any other compensation, other than our management fee from the client, from anyone including commissions. Thus our client interest is our sole interest, and we do not have any conflict of interest. Your money and securities are always kept and handled by a third party custodian such as Schwab or TD Ameritrade. We do not take custody or hold any of client’s funds or securities. The custodians also account for all transactions on the account and make monthly account statement directly to the client and to us. Your investment account is always in your name under your total control and access. Clients have 24/7 web access to their accounts.

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.