Conscious Investing That Supports Your Goals and Values

Our philosophy is rooted in responsibility – to our clients and to our global community. Our team has created a powerful investment process that helps us optimize our clients’ net worth and achieve their financial goals by investing in companies that practice corporate social responsibility that you can be proud to own. We search for opportunities on a global scale, including large and small companies, across many industries and countries.

We look for three key qualities when choosing companies in which to invest:

1. The potential to deliver long-term, above-average returns
2. Forward-looking management and industry-leading performance
3. Contribution to social and environmental well-being by practicing corporate social responsibility

We believe in the investments we make for you so much, we include many of them in our own personal portfolios. With this commitment to responsible and like-minded investing, you’ll gain satisfaction in knowing that your investments are supporting companies with a conscience – and that your advisors always have your best interests at heart.

Portfolio Allocations

Typically, our hands-on financial planning process will result in one of four portfolio allocations. The portfolio will usually consist of 20 to 30 stocks of companies that we’re proud to own. In cases where individual stocks are inefficient, index funds may be used. We add bonds to portfolios as needed to reduce volatility and increase income.

Our advisors will work with you closely to help you determine which portfolio is ideal for your Money Mission™.