Search results in category Consultants: Money Managers
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Fee-only comprehensive financial planning. Specializing in Socially Responsible Investing since 1981. Services include: investment management, retirement planning, taxes, estate planning, insurance review, and debt reduction.
Supports a nationwide network of investment professionals specializing in sustainable and responsible investing. Offers unique resources and practical management assistance to financial advisors seeking to grow their practices by working with sociall
AHIA provides investment management services to individuals, trusts, charitable entities and pension plans by investing responsibly in individual stocks, bonds, mutual funds and ETF
in Financial by C. Russell De Burlo
Specializing in individually managed equity, fixed-income, and balanced portfolios. Over 30 years of experience in SRI. Strength is tailoring portfolios to the individual requirements of each client.
Working with individual and institutional investors since 1985 to provide investment planning that is attentive to both financial and social considerations.
in Financial by Gordon Dale
Our team at UBS puts over 40 years of investment experience to work for you. Within the framework of SRI, we focus on preservation of capital and long-term growth of assets.
Oldest and largest independent investment advisor devoted exclusively to socially responsible and sustainable investing. Relationships are based on personalized service, competitive investment returns, and a deep commitment to sustainability. Through
Portfolio co-managers look for stocks of mid- to large-cap companies that first meet their stringent financial criteria. Their social screens are then applied to these stocks. Ideal investment candidates are companies that show leadership in the area
'The Sustainability Group of Loring, Wolcott & Coolidge Trust, LLC recognizes that our investments today shape the world we live in tomorrow. To help achieve a more sustainable world, we incorporate social and environmental standards, shareholder adv
in Financial by Katharine Cook
Help clients invest in companies with sustainable business practices, using both quantitative and qualitative investment techniques to ensure competitive performance. Member, First Affirmative Financial Network.