Social Investment Services
Establishing financial objectives
Our initial meetings and discussions with help us determine your financial outlook, risk tolerance, and time horizon requirements, and work with you to determine your unique financial objectives.
Establishing social priorities
To complement our financial conversations, we’ll also discuss your values and objectives with regard to various social and environmental issues commonly affected by corporate business practices. Your portfolio will be aligned as closely as possible with your particular values and objectives.
Recommending an asset allocation
Based on historical risk and return performance among the various asset classes, your recommended portfolio will comprise a socially-screened asset allocation designed especially for you and appropriate for your chosen financial and social goals.
Going further...
In addition to managing your social portfolio, we’ll vote your shareholder proxies on your behalf. We’ll also show you how to sponsor or co-sponsor shareholder resolutions challenging the corporations you invest in to be even better corporate citizens. Finally, we’ll help you invest directly in underserved communities around the world – an ideal way to leverage your charitable goals while still earning a return on your investment.