Investment Planning

Portfolio Management

We help you discover your investment risk tolerance and develop customized solutions that fit your needs and help you address your financial goals. We are independent advisors who are able to offer products for a wide range of solutions, from diversified and dynamic investment portfolios, real estate investment trusts, oil and natural gas, fixed income strategies, tax advantageous investments, and more.

Socially Responsible Investing

Socially Responsible Investing (SRI) is the opportunity to plan for a better future for yourself and your family while also positively impacting the world. SRI is designed with the goal to make money while also making a difference by utilizing ESG (environmental/social/governance) analysis, shareholder advocacy, and “community investment” strategies to maximize investment returns while also working toward a more sustainable future.