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Asset Management

We develop & manage client specific investment portfolios to give you the best chance of meeting your short and long-term financial objectives
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Financial Planning

Working side by side with you we will develop an individually tailored financial plan and guide you through implementing it over time
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Local Projects

We help to identify the highest impact projects in your community, optimize your charitable contributions, and donate to a nonprofit of your choice
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Why are we different?

We take a unique approach on how we can grow as investors and have an impact on our communities.

While most socially conscientious investment management firms focus on allocating client money to Environmental Social & Governance (ESG) funds we take a new approach. For profit companies inherently have a conflict of interest to focus on their profits at the expense of other issues. We believe that Non-Profit Organizations do not get enough attention or funding to facilitate their mission statements. Through constructing portfolios uniquely tailored for each client, we hope to put our members in a financial position to be able to contribute to projects of their choice. Through identifying the most impactful nonprofit projects we believe this group of dedicated investors can truly make a difference.

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