Search results in category Consultants: Money Managers
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in Financial by Linda Mundy
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 partners with socially aware investors to create customized investment solutions in harmony with their moral and ethical values.
Combining socially screened portfolios with disciplined financial management since 1982. View current strategy updates and performance record on Web site.