The individuals, families, and foundations we serve come from a variety of wealth circumstances. See how we serve our diverse clients through our custom “Your Conscious Portfolio” philosophy, best practices, and methodology.
Values-based investing combines knowledge, strategy, discipline, and opportunism based on big data analysis. That’s why we’re asking new clients “What’s in your portfolio?”.
We help you meet your goals and invest in what matters most to you. We provide clear and unbiased analytics of your equity investments, and how they align with your financial goals, and personal values.
What you value and where you invest your money matters.
We provide solutions to invest in the things that matter most to you. Our Green, Blue, and Black investment portfolios, as well as our custom, “Your Conscious Portfolio” themes and analysis capture how your investments align with your missions, and values.
Mindful MoneyDecember 31, 2018 - 7:34 pmAn interactive evening of discovery and discussion with featured guest Ryan Redman from the Flourish Foundation, moderated by Mark George from Accord Capital Management. January 23, 2019 at the Community Library.