Customized Investment Options
Do you want your investments to match your world-view? Investing in stocks or mutual funds means you are a fractional owner of the companies in which you invest. Are there companies or entire industries you want to support or avoid supporting?
We believe a financial advisor should be asking clients how they want their money to be put to work. If you are looking for green investments, socially responsible investments (SRI), religious or morally focused investments, or any other specific type of portfolio options, we would love to help you out.
We help our clients create portfolios that support who they are as people.
Here are links to just a few of the many companies we have found to offer investments screened to meet our clients' specific values:
- Dimensional Funds
- Ave Maria Funds
- Domini Social Investments
- Timothy Plan
- Saturna Responsible Investments
Please Note: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information or programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites to which you are linking.