Organization Info [Edit]
|
|
||||||||||||||||||||||||||||||||||||
Network [Add] · [List] · [Visualize]
About [Edit]
Individual, household, endowment, and foundation investors enjoy our state-of-the-art sustainable and responsible investment services. Since 1986, we have specialized in serving such investors.
Services are expertly coordinated using a seasoned team of specialists including private account and folio money managers, mutual funds, proxy vote services, shareholder advocates, charitable giving account services, pooled community investing management, insurance consultants, tax advisers, and estate planning specialists.
Recent academic and other institutional studies have shown that by integrating sustainability, responsibility, and transparency criteria, prudent investors can gain an advantage in the management of attractive diversified portfolios.
Guiding Principles
- Live and act according to your deeply held values.
- Remember the natural world and learn from it.
- Recognize interconnectedness, interdependence, and social responsibility.
- Support a peaceful fair economy that values and respects all peoples and ecological processes. Support human rights through tolerance, diversity, and community.
- Protect and participate in political and economic democracy.
We each now face the difficult decision between the old easy way out, or the wiser sustainable and responsible path.
Please continue at: www.goodfunds.com
Securities & investment advisory services offered through Eric Smith and KMS Financial Services, Inc. KMS is a FINRA Registered Broker/Dealer, member SIPC, and SEC Registered Investment Advisory firm. Please review our additional disclosures and disclaimers and contact information.


