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Specialties
Socially responsible investment services, Green investment services, impact investment services
History
Established in 2000.
We help progressively-minded investors to prosper while contributing to a world that is more peaceful, just, and sustainable — wealth management for the good of people and the planet.
Meet the Business Owner
Gary M.
Business Owner
I started my career as a tax consultant at a major accounting firm in 1979, became a CPA in 1981, and thought I was in career heaven, for a while. Over the years, however, I noticed things that troubled me:
I was working long hours with little job security.
Many of my clients were greedy and I didn’t really like them.
Many of my clients were financially successful but unhappy and unfulfilled.
My expertise was in an increasingly complex and incomprehensible tax law and I had very little positive news for my clients.
While my clients wanted me to show them how to avoid their tax responsibilities, I was just trying to keep them out of trouble.
My early mid-life crisis arose out of two core questions: Is there a better way to do business? Is there a better way for me to do business?
My quest to answer these questions led me back to graduate studies in seminary, but instead of being ordained a minister I studied and wrote about economic justice in a field called social ethics, in which I ea