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Our Investments

We invest in the same investments alongside you.

If you are 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 created. Each research piece explains:

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

Past, Present & Potential Investments

Examples of past, present, and potential future holdings:

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