We aim to dream bigger than ourselves and help our clients do the same. We believe finances are so much more than dollars, cents, stocks and bonds – they are a catalyst for positive change. We positively impact people and our planet by investing in responsible companies and supporting worthy organizations in our community.
Our purpose is to help people and protect the environment.
When your money is aligned with your values, good things happen for all.
Securities offered through LPL Financial, member FINRA/SIPC.
Company Impact
In our investment process, this means integrating environmental, social and governance (ESG) factors into our core principles. We believe sustainable and responsible investing presents both long term opportunity and risk mitigation.
In our community, this means volunteering, giving back and supporting those in need. We regularly commit our time and resources to various nonprofit organizations.
You will be hearing from us with the result of the verification
We love it! Thanks for submitting your Company Story Page Form.
We will be reviewing the information submitted to process and verify everything is right. If all looks good, your company page should be updated or created within 5-7 business days.
If a Social Good Optimization Data Assessment (SoGood) still needs to be completed to determine your Company’s social good ranking, please expect an email from us to give you an estimate of the time it will take to complete your FREE SoGood Assessment.