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Socially Responsible Investment Management,
Estate Planning and Family Wealth Management
We have deep-seated commitments to socially responsible investing
and environmentally sustainable business practices.
We are a registered Benefit Corporation (B-Corp ®).
Investment Management
Legacy Planning includes wills, trusts, and other estate-related resources, as well as both short-and long-term charitable giving.
Legacy & Estate Planning
Customized portfolio construction that utilizes both public and private equity as well as fixed-income products, with a focus on volatility and risk mitigation.
Investment Management
People: Work/life balance and fair business practices,
Planet: Sustainable and environmentally conscious business practices.
Profit: Our goal is to maximize our clients' investment profits without sacrificing the world we all share.
Triple Bottom Line
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