Why SRI Investing?

Commitment

We believe in SRI. It is sound and robust investing. It empowers clients. It is contributing to a better world.

Trust

Our clients know they can trust us. They feel comfortable.

Complete package

We help clients address all of their financial needs - SRI investing, retirement, financial, tax and estate planning.

 

Fiduciary responsibility

Our clients come first and we act accordingly, always.

Independence

We have no proprietary products to sell.

Care

We will be with you when it’s going well and when it’s not. You can count on us.

 

Experience

Four decades worth.

Education

We want you to understand what we are doing and why.

Values

Our clients respect our values and we respect theirs.