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.