We invest in the same investments alongside you.

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To best align your investments with your values, we focus on individual stocks, individual bonds, and individual private investments. We also include Sustainable Mutual Funds and ETFs, to further diversify your investments. Our ability to select individual investments helps to reduce your investment expenses and taxes.

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

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1) What the investment is

2) Why it is a good investment

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

4) Why we can buy it at an attractive price

5) What the risks are

6) What would cause us to sell it

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