It is quite common for Investors who seek a more intentional investing strategy find the options overwhelming and little support from traditional investment advisors.
WE ARE HERE TO HELP YOU:
Come up to speed on SRI / ESG / Impact investing with a Landscape Consultation (2 hr.)
Identify impact investments and/or portfolios with purpose that align with your goals
Craft an impact investing strategy and talking points to work with your personal financial advisor
Identify a new investment advisor who is best suited to support your interest in Sustainable, Responsible Impact (SRI) investing.