Why SRI Investing?
We believe in SRI. It is sound and robust investing. It empowers clients. It is contributing to a better world.
Our clients know they can trust us. They feel comfortable.
We help clients address all of their financial needs - SRI investing, retirement, financial, tax and estate planning.
Our clients come first and we act accordingly, always.
We have no proprietary products to sell.
We will be with you when it’s going well and when it’s not. You can count on us.
Four decades worth.
We want you to understand what we are doing and why.
Our clients respect our values and we respect theirs.