Services
Investment Management
Your lifestyle, life goals and values are reflected in the investment portfolio we build for you. After your portfolio is built we implement monitor and manage it in accordance with your values and goals.
Investor Advocate
There are times when you, as an investor, may find it beneficial to discuss your investment decisions with a third party. We provide education and consultation on investment themes and portfolios outside of our custody. This could involve an impartial review of your portfolio or helping you craft a plan for future investment decisions.
Divest / Invest Consultation and Implementation
We help you make changes to your portfolio that reflect your values in accordance with building an equitable and clean future. Your participation and involvement in the fossil-free movement may be anything from a curiosity to a fundamental theme in every investment decision you make. We are here to help you bring your portfolio into alignment with your core values.
Sunset over Ketchum, Idaho
