Registered Investment Advisor
*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.
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