We invest in the same investments alongside you.

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To achieve the best investment returns possible and to align your investments with your values, we focus on actively selecting each individual investment. We don't use passive investments that mimic an index like the S&P 500. 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, often substantially.

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All our investments are researched extensively and we create short, concise research pieces to explain, in simple terms:

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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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* Example investment portfolios are available on request 

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