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Fee-only Registered Investment Advisor offering comprehensive investment management and financial planning services. Help clients achieve their life goals through personalized asset allocation strategies and sustainable investment vehicles.
For 75 years, Sentinel Investments has offered the sound, prudently managed strategies that are the foundation of any portfolio. We are guided by three essential elements of investing: a focus on core strategies, discipline in our decisions and proce
Our mission: to revitalize the economy of impoverished inner-city neighborhoods in Louisville, KY. We accomplish this by making developmental loans that build businesses and restore homes. We also offer Certificates of Deposit at competitive rates. I
Full service financial planning and investment management for socially-concerned clients. Emphasize tactical asset allocation and active risk management to address on-going global challenges and opportunities.
Member of First Affirmative Financial Network, a nationwide network of investment professionals specializing in socially and environmentally responsible investing. Member, First Affirmative Financial Network.
A wealth management firm that serves individuals and foundations that care as much about performance as about
using their wealth to positively impact society.
Offers conservative investment management portfolios that emphasize dividends and rising income in yield-oriented portfolios. High priority on shareholder advocacy and client service. Serving institutions and individuals since 1987. Sub-adviser for t
SRI inclusive 403b and 401K; comprehensive financial planning services for business, individual, families, and trusts with ESG (Environmental, Social, and Governance) considerations. Member, First Affirmative Financial Network.
'We can help align your investment needs with personal values and societal concerns.' Offering a full range of financial services and management of SRI portfolios.
in Financial by Catherine Cartier
Values based investing for the individual investor. Member, First Affirmative Financial Network, LLC.