Why We Do What We Do...
We believe in caring and sustainable stewardship of financial, human and environmental resources… we all live downstream.
We are inspired by the potential of responsible investment strategies to help build a fairer and more resilient future… our choices have consequences.
We have a healthy skepticism about the ethics, integrity and transparency of many corporate actions and mainstream investment strategies… don’t believe everything you read.
We are motivated by the opportunity to boldly engage with others to make a positive difference through individual investment choices… be the change.
We are grounded by our alignment with our clients’ values …walk the talk.
We aspire to balance family, health and financial security, along with enjoyment, personal growth and social responsibility …seeking harmony.
We are excited to action and leverage our beliefs with other motivated and curious skeptics
“Unless someone like you cares a whole awful lot, nothing is going to get better. It’s not.” (Dr. Seuss)
“Piglet noticed that even though he had a very small heart, it could hold a rather large amount of gratitude.” (A.A. Milne)