Socially Responsible Investing

Employers and their employees who wish to be socially responsible with their 401(k) plan and other investments do not have to sacrifice investment quality or pay high fees.

Socially responsible investments can be incorporated into any investment plan we provide to employers or individual clients through our socially conscious, due diligence process.  We will work with you to carefully screen and select only the highest-rated and lowest-cost mutual funds that provide just the kind of positive impact on the environment and world that you wish to support.