Jennifer Hartman, CFP, CFS Kathleen Hartman, CFA, CFP
CA Tel: 323-395-8801
IN Tel: 317-993-3384
Ready to Green Your Green?
Tired of massive CEO pay packages and corporate governance misbehavior? Interested in renewable energy, efficient production, and entrepreneurial businesses? Worried about supporting corporations with harmful environmental, labor, or societal practices?
Our Green Your Green investment service is a powerful way to have a positive impact with your investment dollars. As you seek long-term financial security, we harmonize your financial needs and your values.
We capitalize on the following approaches:
Seeking positive change through shareholder resolutions and proxy voting.
Company inclusion or exclusion based on specific criteria.
Creating venture capital for community and economic development in order to revitalize distressed communities, provide micro loans, and help people work their way out of poverty.
We invite you to join a worldwide community, representing $2.2 trillion in investments, who has learned that neither profit nor principles are left behind with sustainable, responsible, and impact investing.
We search for outstanding investment managers dedicated to sustainable, responsible, and impact investing. Taxes, costs, and other key considerations are incorporated into the decision-making process.
Depending upon your assets and specific preferences, we will design an investment program with exchange-traded funds, mutual funds, and separate account managers.
Recognizing the impact and positive potential of your investment dollars.