Socially and Environmentally Responsible Investing

Our Personal Services

Wooden Blocks Spelling FinanceGreenvest offers among the largest arrays of socially responsible investing services and product choices available.  Please contact us for complete details based on your individual situation.

  • One-on-One SRI Consulting
  • Social Investment Screening Based on Your Individual Values
  • Asset Allocation Planning
  • Retirement Plan Optimization
  • Investment Selection and Customized Portfolio Creation
  • Ongoing Portfolio Monitoring and Rebalancing
  • Tax-Efficient Management
  • Shareholder Advocacy and Proxy Voting Advisory Service
  • Socially Responsible Retirement Plans for Businesses and
    Non-Profits
  • Community Investing

Important Advantages

  • Seasoned Advisors, specializing in SRI
  • Low account size minimums
  • Your choice of fee structures
  • The universe of socially responsible investments and account types to choose from
  • Unbiased investment selection
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