Search results in category Consultants: Money Managers

Subscribe to RSS

Found 3 records | Page 1 of 1

Established 1995, independent IA firm based in Washington DC area servicing nonprofits, wealthy individuals, trusts. Provides experienced, individualized account management including SRI concerns.

18310 Montgomery Village Ave. Ste. 515 Gaithersburg, Maryland, 20879

phone: view phone(888)527-0178

fax: view fax(301)527-0178

website: http://www.cpeake.com

e-mail: send an e-mail

The firm partners with socially aware investors to create customized investment solutions in harmony with their moral and ethical values.

600 Vine St. Ste. 2000 Cincinnati, Ohio, United States, 45202

phone: view phone(800)654-5777

fax: view fax(513)621-7665

website: http://www.lminvestmentcou...

e-mail: send an e-mail

3. Laurie Barrett, Prentiss Smith and Company, Inc.

in Financial by Laurie Barrett

Combining socially screened portfolios with disciplined financial management since 1982. View current strategy updates and performance record on Web site.

110 Main St. Burlington, Vermont, United States, 05401

phone: view phone(802)651-4045

fax: view fax(802)651-4015

website: http://www.socialinvesting...

e-mail: send an e-mail