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in Financial by Linda Jacobs
Financial planning and SRI management. Customized screening and allocation to reflect clients' life, financial, and social goals. Full spectrum of investments and insurance products (life, disability, long-term care). Accredited investment fiduciary.
'Change the world with your investing.' Advice to fiduciaries, trustees; financial planning; investment consulting; shareholder activism; financial, tax, estate, and business transition planning; SRI fee-based portfolio management; 401(k)s; same-sex
Established 1995, independent IA firm based in Washington DC area servicing nonprofits, wealthy individuals, trusts. Provides experienced, individualized account management including SRI concerns.
The firm manages the Legg Mason Investment Counsel Social Awareness Fund (SSIAX), a balanced fund invested 70% in equities and 30% in fixed income securities.
The firm partners with socially aware investors to create customized investment solutions in harmony with their moral and ethical values.
e-mail: send an e-mail
Combining socially screened portfolios with disciplined financial management since 1982. View current strategy updates and performance record on Web site.