We create investment portfolios that align with your personal values

UPLIFT INVESTING is a boutique registered investment advisor that empowers clients to build their financial future through Socially Responsible Investing, an investment strategy that aligns investing with personal values.

We recognize each customer is different. Our approach is to customize responsible investment portfolios that are as individual as each client.

We add value by finding investment opportunities in those companies and projects with which our customers identify.

Together we grow your financial assets as well as the goodness created from the investment.

 

Responsible Investing is about creating positive impact & long-term competitive financial returns

Socially Responsible Investing is an investment strategy that considers both financial returns and social/environmental good to bring about a positive change. Environmental, Social and Governance (ESG) refers to the three central factors in measuring the sustainability and ethical impact of an investment in a company or a business. By supporting companies and projects with leading sustainability and ethical business practices collectively, our clients achieve the social benefits desired while building their financial future.

Not Only Change How You Invest,
But WHAT You Invest In.

Imagine your savings

  • grow over time to secure your financial independence
  • at the same time work hard to improve a community or assist a cause that you care

We are expanding the financial and personal benefits gained from saving and investing the right way.

We customize impact oriented portfolios that align with your values

Embrace your power as engaged investors

Be engaged and direct with the environmental or social impact that you are interested in and we are here to help. Together we can:

  • Secure your financial independence
  • Give voice to the change that you care about
  • Contribute to a sustainable future

We are an independent investment advisor, which means we only have your interests at heart.

As a team of experienced and dedicated financial professionals, we share a commitment to make socially responsible investing accessible to all.