Income: Green Portfolio – Accord Capital Management

Your Green portfolio is built for a higher level of income as a primary goal with capital preservation as a secondary goal.

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Registered Investment Advisor

Accord Capital Management is a Registered Investment Advisor with the State of Idaho. The information contained herein is not intended to be investment advice. Investment advice can be provided only after the delivery of ADV 2A Brochure and once a properly executed investment advisory agreement has been entered into by the client and ACM. All investments are subject to risks. Click here for our ADV 2A Brochure
*Portfolio Analysis reports are not a recommendation to buy or sell securities. Each investor has a risk tolerance profile unique to them that needs to be evaluated before any investment advisory. Its purpose is solely for the understanding of Socially Conscious metrics pertaining to the individual securities and formulated by using a series of third-party analysis data tools. Free reports include 5 public equities.

Local Square Events

Mindful MoneyDecember 31, 2018 - 7:34 pm
An 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.

Your Green portfolio is built for a higher level of income as a primary goal with capital preservation as a secondary goal.

Registered Investment Advisor

Local Square Events

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