INDIVIDUALS AND TRUSTS   


  • We create customized investment plans to meet each client's goals.
  • We actively monitor each portfolio to ensure that our strategy remains consistent with our client's values and long-term vision.



    For individuals who are committed to socially responsible investing:

    • We have nearly three decades of experience working with socially responsible portfolios. 

    • We customize and individually manage each portfolio in accordance with our client's goals and environmental, social, and governance (ESG) concerns.

    • We screen our investments in order to determine whether their businesses and management teams are aligned with our clients' values.


    We are an investment firm purchasing securities that have been screened with ESG criteria and that meet our own social responsibility guidelines.