Unlike large brokerage firms with high turnover and minimal ESG investing expertise, we focus on building lasting relationships with a community of long-term investors. Getting it right from the start makes all the difference.

Probably a good fit if you…

• want to align your investments with the rest of your life.
• would prefer fiduciary management instead of doing it yourself.
• think climate change and social inequality are important issues.
• are focused on long-term results rather than short-term volatility.
• want to partner with a firm that fully embraces sustainability.

Probably not a good fit if you…

• have a timeline of less than seven years.
• would prefer to pick your own investments.
• feel safer selling your investments when stocks go down.
• regularly track your investments on CNBC.
• think climate change is a hoax.

We begin every relationship with a complimentary one-hour consultation. We’ll discuss your investment and ESG goals, learn how you’ve invested in the past, and explore what working together would look like. If moving forward makes sense, we’ll provide you with a detailed plan to build and manage your portfolio.

Our firm is licensed nationwide and works with clients throughout the United States. Whether you prefer talking on the phone or video conferencing, you’ll get the same one-on-one attention and service you’d receive if you were sitting in our conference room.