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SRI Investing LLC

25

years in business

25

years in business

Contact for price

Service type
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About
SRI Investing is among the relatively few professional financial advisory firms in the country that specializes solely in SRI, –sustainable, responsible, impact investing (aka socially responsible investing) and financial planning. We are absolutely committed to: 1. Helping our individual clients achieve financially healthy, rewarding, and joyful lives. 2. Empowering non-profit and religious organizations to invest their financial resources safely, profitably, and in concert with their respective missions. 3. Encouraging and assisting all of our clients to invest in ways that fit their values and contribute to a world that is more peaceful, just, and sustainable. I believe SRI is helping to make the world a better place, as well as being a competitive and profitable way to invest. I love working with clients who care about people, communities and the planet and want to contribute to the world with their own hard-earned assets.
Overview

25 years in business

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Services offered
Service type

General financial planning

Retirement planning

Life insurance review

Investment review

Work location

My customers travel to me

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