Search results in category Consultants: Money Managers

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

817B Linslade Street Gaithersburg, Maryland, United States, 20878

phone: view phone(301)527-0170

fax: view fax(301)527-0178


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