Our Services
Responsible investing goes above and beyond your individual social and environmental concerns. It is about designing an overall investment and financial strategy that includes your personal risk tolerance, return expectations, time horizon and varying goals, both short and long-term.
We start the process by learning about you! This in-depth analysis provides a better understanding to design a personalized strategy for you.
- Social and Environmental Concerns Questionnaire and Risk Profile Survey
- Goals and financial needs assessment
- Review of current investments, accounts and retirement plans, including insurance policies and both fixed and variable annuities
- Designing a personalized approach to investment management and financial planning
- Ongoing support and communication
Once we get to know each other on a deeper level, we can look at what makes the most sense for you, with the ability to work with you on any of the following:
- Individual/Joint Brokerage Accounts
- IRAs and Roth IRAs
- Small Business or Self-Employed Retirement Plans (SEP IRAs, SIMPLE IRAs, Solo 401K, etc)
- Mid to Large Size Retirement Plans (401K, 403B)
- Institutional and Endowment Management
- Charitable Giving Accounts
- Multi-generational investment strategies
- Annuities and Life Insurance