Our Mission is to help our clients reach their financial goals while investing with their values and empowering them to be change makers thru socially & environmentally responsible investing. 

integrity copy.png

 Integrity is vital for all other values. We believe in doing what is right, no matter the consequences.  Our honesty is our strength.

awareness banner.png

We believe that an awareness of ourselves, our clients, our impact and our place in the world makes us better in many ways.

creativity banner.png

Creativity helps us to see both the whole picture and the details.  We come up with visionary solutions, neither dogmatic nor conventional, but ultimately effective.

leadership banner.png

We are leaders in our communities and in the responsible investing industry, and work to facilitate a better world through communication and involvement.


We care deeply about what we do.  Making a difference in the lives of our clients and in the world drives us constantly. Growing your investments is our goal, but doing the right thing is our mission.