When it comes to community, promoting a peaceful world, a clean environment, fair employment practices, and safe and useful products, we practice what we preach.

Giving Back Through Client Referrals

Everyone recommended to us by a client is offered a complimentary portfolio/investment review. If these individuals come in for an appointment and become a client, we will donate $50 to one of the four charities listed below. These 4 charities hold special value for us; however, if there is a different (non-political) charity that holds special meaning, we can make a donation to it instead.

Doing Our Part

In our offices, we do what we can throughout the day to avoid contributing to the planet’s pollution levels.

  • Use filtered water instead of bottled water.
  • Replace burned out lights with LED lights.
  • Use thermal sensors in light switches to automatically turn off the lights.
  • Recycle all that can be recycled (all personal documents are shredded).
  • Walk to the post office for all mail items if the weather permits.
  • Encourage clients to enroll in paperless statements.
  • Support local farmers market.
  • Buy local flowers.
  • Eat local food.

Investing in Social Responsibility. Literally.

Enhancing the common good while simultaneously creating competitive returns for clients is our ultimate goal. By investing in socially responsible stocks, bonds and mutual funds, we help clients link their financial goals to their core values.