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in Financial by Winnie Forrester
Full service investment management, brokerage services, and investment planning for socially and environmentally concerned individuals, businesses, and institutions. Traditional commission-based or fee-based arrangements available.
Bill helps his clients align their investment policies with their social viewpoints.
We are a NYC-based independent investment advisory firm specializing in socially responsible investing. Since no two SRI investors are identical, we build customized portfolios tailored to each client's individual screening preferences.
Create balance in your finances and create balance in your life. Call for your free initial consultation today.
Fund your dreams without compromising your values. I focus on choices that respect the environment, treat employees, the community, and customers fairly, and maintain ethical standards. LGBTQ-friendly, -relevant issues knowledgeable.