Impact Investing

Do you want to invest sustainably or do you have other values that are important to you? We can help incorporate these factors into your investment decision-making process in an effort to align your investments with your personal values.

We pride ourselves on helping clients align their investments with their values.

A sustainable investing approach, otherwise known as Environmental, Social & Governance (ESG) investing, or Impact Investing, may allow investors to work to achieve their financial goals while seeking investments consistent with their individual beliefs. We believe that investing responsibly is good for our local and global communities, as well as our investors’ returns.

A focus on impact investing can allow investments to incorporate and prioritize issues such as climate change, pollution control, gender equality and diversity, human rights, or corporate board composition.

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The Impact Investing Landscape

Environmental, social, and governance factors are often intertwined. Today, many institutional and individual investors are considering ESG analysis as an essential component to their long-term investment decision making strategy.

** An investment’s social policy could cause it to forgo opportunities to gain exposure to certain industries, companies, sectors, or regions of the economy which could cause it to underperform similar investments that do not operate under a social policy. Risks associated with investing in ESG-related strategies can also include a lack of consistency in approach and a lack of transparency in manager methodologies. A socially responsible investing style may shift in and out of favor.

Our Values


You’re entrusting us with your finances, and we honor that. We pride ourselves on transparency and accountability in all that we do.


We are proud of what we can do for our clients and love the work that we get to do. Your goals are our goals.


From start to finish, we are in it for the long haul. We’ll ride the market waves with you and stay focused on the long-term.


We are caretakers of your assets, and our community. We intend to leave them better than they were found.


We are here to help make your life easier. We do what we do so you can feel confident in knowing your goals are prioritized.

Long-Term Lens

We use a long-term lens and think decades ahead. We constantly ask ourselves how we can make life better for our clients and our community.

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