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Our Investments

These are Our Investments as we own investments alongside you.

If you're seeking to maximize the alignment of your investments with your values, we focus on individual stocks, individual bonds, and individual private investments. This means there will be minimal investments in Mutual Funds and ETFs, helping to minimize your investment expenses and maximize tax efficiency.

All investments are researched extensively and short, concise research pieces are available to you. Each research piece explains:

1) What the investment is

2) Why it is a good investment

3) Why it is likely to continue to be a good investment

4) Why we can buy the investment at an attractive price

5) What the risks to our assumptions are, and why it may end up being a poor investment 

6) What would cause us to sell it

Past, Present & Potential Investments

Examples of past, present, and potential future holdings:

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