Investing made easy
Investing can be a stressful and overwhelming experience for many investors. News comes from all directions, and it can be a challenge to keep up with it. To know how to react can be even more difficult.
We’ll help you build a customized portfolio and do the heavy lifting for you! Our recommended investment portfolios will always be developed to meet your personalized goals and incorporate vetted funds, companies, and/or securities with superior sustainability scores. That way, you know your hard-earned money helps do good in the world, while achieving market returns.
Investment Management Process
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Free Consultation
30-minute consultation to understand your current financial situation and desired goals, walk you through our investment planning process, and answer any initial questions.
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Data & Info Gathering
We send you a secured questionnaire to fill out detailing your financial situation and other details, which we’ll use to build your personalized investment plan that reflects both your lifestyle and values.
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Plan Review
60-minute meeting to review your personalized plan, including goals, recommended asset allocation, sustainability, risk & volatility metrics, and much more. We can make it as simple or complex as you want it.
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Execution & Support
We’ll monitor & rebalance your accounts through the sleek & easy-to-use client portal *. We’ll send you a quarterly performance report and review your progress twice a year to discuss any changes. Reach out to us via email with any questions throughout the year.
Pricing
Annual fees billed quarterly and auto-deducted from designated account(s)
0.75% for assets under $500k
0.6% for assets of $500k to $1m
0.5% for assets above $1m