Social & Sustainable Investing

Invest for Better

We take investing seriously.  Reaching your financial goals shouldn't mean having to compromise your values.  We specialize in helping you feel confident with how and where you invest your money.

Social and Sustainable investing is about more than just feeling good about your investment portfolio.  It's about investing with real world impact.  Issues on climate change, gender equality, human rights and geopolitical turmoil are important factors that can be screened for in a clients portfolio.   

Social & Sustainable investing is an umbrella applied to dedicated Socially Responsbile and Environmental, Social and Governance (ESG) investing.  We dedicate our time and efforts to researching what goes into our clients portfolios.  

Companies today face a new set of risks - climate change, demographic shifts, an aging population, sustainable business practices.  Risks that could be detrimntal to the long-term viability and profitability of a company.  That's where we come in.

As members of the SharePower Responsible Investing™ network of financial professionals, we made our name on Socially Responsible Investing.

Contact us today for an analyis of your current portfolio.