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Socially and Environmentally Responsible Investing

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Contact Us

For complete information about how we can help you pursue both your investment and social goals, simply contact the most convenient Greenvest office to you, shown below.  You may also request a complimentary portfolio evaluation — see details at right.

Vermont Offices

Wells
3738 Lamb Hill Rd.
Wells, VT 05774
802-325-2200

Montpelier
148 State St.
Montpelier, VT 05602
802-613-3537

Todd WalkerTodd M. Walker
802-325-2200
[email protected]

 

Craig R. Walker
802-325-2200
[email protected]

 


Western Massachusetts Office

Robert D. Libon
32 Laurel Mountain Road
West Whately, MA 01039-9604
413-665-6888
[email protected]


Boston Area Office

David Schreiber, CFP®
22 Mill Street, Suite 303
Arlington, MA 02476-4744
781-640-2182
[email protected]


San Francisco Area Office

Thomas F. Ray
11 5th Street, Suite 101D
Petaluma, CA 94952
707-658-1652
[email protected]

Receive a Complimentary Portfolio Evaluation

So you can sample the quality of our analysis, experience and recommendations before committing to any asset management relationship, we offer a complimentary and confidential evaluation of your current investments based on three important criteria: performance, risk and alignment with your social values.   This gives you a free “second opinion” on your current holdings by SRI experts, and a chance to evaluate us in more detail as well.  Again, there is no charge or obligation for this introductory service.

Free Fossil Fuel Divestment Guide

Ask any of our offices for a free copy of the leading fossil fuel divestment guide: Make a Clean Break .  Prepared by 350.org, Green Century Funds and the Trillium Funds (both available through Greenvest), and with a forward by Bill McKibben, this 23-page guide provides a solid introduction on why, how and where to best divest.  Your Greenvest Advisor can then offer you personalized guidance to construct and implement your individual divestment/reinvestment plan in the most cost-effective, rewarding way.

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