Steamboat by David Pettit


It’s not about dying with the most money, it’s about living the best life and fulfilling your purpose. There are many ways to make a difference in life; While most think of philanthropy and volunteer work, often overlooked is the power of a portfolio and the companies you choose to invest in.

The process of implementing Socially Responsible Investments is personal and unique to each investor. After all, your definition of “socially responsible” could be different than your neighbor’s… or even your spouse’s.

We utilize a three-step approach to align your purpose with your portfolio.

  1. Identify and prioritize the causes you’re passionate about. Before we give your portfolio a voice, we need to understand what you want it to say. This is accomplished by completing a brief (3 to 5 minutes) impact assessment (see below).
  2. Analysis of your current portfolio using Ethos – Technology that provides credible metrics on the social impact of individual stocks, mutual funds, and exchange-traded funds. This data allows us to articulate and quantify the impact (positive or negative) your current portfolio has on the causes you care about.
  3. We construct a custom, tax-smart portfolio centered around what matters most to you – intimately connected to your holistic financial plan.

Socially responsible investing is not a one-size-fits-all endeavor. By leveraging technology and bespoke portfolio design, we’ll assist you in creating a financial plan & portfolio aligned with what matters most – the pursuit of your best life – click below to get started.

Saving our planet, lifting people out of poverty, advancing economic growth... these are one and the same fight.

– Ban Ki-Moon

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