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