Let’s take the path together to uplifting you, your financial future and the communities where you live.
Your portfolio will be directed to investments that align with your values, with core allocations into impact thematic equity and fixed income securities. Through our forum, you have full transparency on your portfolio as well as making suggestions on local improvement projects. We will assess feasibility and elevate dialogue on issues you care about in building stronger communities.
We would love to hear from you. The level of involvement is up to you. If you prefer to take a passive approach, consider our impact portfolios for supporting companies with missions. The more involved you are, the more ideas you submit, the more changes can be effected together.
annual management fee
* ask us about promotional offer
no trading fees
no ETF or Mutual Fund
annual management fee is $600
for a rollover IRA portfolio of $100,000
(or $50 per month)
We strive not only to understand your financial goals but personal values informing where your investments should be put to work to foster change.
If you wish to make a difference with an idea that you have, we can work together and bring it to reality.
Let’s start by hearing your thoughts – click Have an Idea box below: