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Our philosophy
We want to be a force for change in the world of investment management. We help individuals and, social change
oriented organizations: grow, manage and transfer wealth in a tax efficient manner. The simple fact is that every
dollar we invest in a socially and environmentally friendly manner rewards organizations who are being good corporate
citizens, and sends a message to less responsive organizations that it is in their best financial interest to adopt
a more sustainable business model.
We believe that the damaging short-term mindset of achieving quarterly profits, no matter the social and environmental
costs must be changed to a more sustainable long-term vision of justice for all living beings. In our view, corporations
and investment advisors have been hyper sensitive to short-term investment performance, or price without factoring
the long-term impact of those decisions on people and the planet.
Our Services
- Asset management and consultation
- Divorce financial settlement assistance
- Socially responsible investment (SRI) guidance
- Charitable giving expertise
- Expert witness testimony
- Public speaking
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We expressly do not provide
legal, or tax guidance.
When required, we can introduce our clients to competent
and trusted resources.
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Securities through IBN Financial Services, Inc. Member: FINRA
& SIPC
8035 Oswego Rd, PO Box 2365, Liverpool NY 13089 315 652 4426
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