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Focus on clients' individual needs, goals, and objectives to deliver comprehensive, objective, and expert investment advice and counsel. Follow a proven approach that helps clients develop a strategic investment plan, investment policy, and monitorin
'Canada's widest selection of socially responsible mutual funds.' Combining expert financial management with strategies to promote better corporate social performance, using screening, proxy voting, and corporate dialogue.
Founded by socially responsible investors in 1985. Builds healthy communities through socially responsible lending and investment. Has invested over $500 million in low-income communities across the U.S., creating affordable housing, quality jobs, ch
in Financial by Phil Kirshman
Consultant to foundations, endowments, non-profits and individuals on wealth management strategies, customized sustainability investing, shareholder advocacy, community investing and philanthropy. The Leonard Social Investment Group has over 35 years
Registered investment adviser with a specialty in the area of socially responsible investments. Offers intense social screening for fixed income, equity, and balanced accounts.
in Financial by Jan Bryan
Assists clients in obtaining the highest investment value, consistent with their personal values and goals. Builds long-term relationships, provides timely information, and emphasizes straightforward evaluation of goals.
Integrating your values with your financial goals through fee-only, hourly financial planning and socially responsible investment management. Member of the Garrett Planning Network and First Affirmative Financial Network, LLC.
Comprehensive financial planning and highly customized asset management strategies for socially and environmentally conscious investors.
Financial activist serving SRI clients since 1989. Co-authored "Investing with Your Values: Making Money & Making a Difference" (New Society: 2000). Please see 'Natural Investment Services' listing. Member, First Affirmative Financial Network, LLC.
Fee-based non-commission financial planning, investment advisory, and consulting firm serving the NY metropolitan area. Access to wide range of resources, including private money managers, no-load mutual funds, and low-income housing and community de