Why investing for sustainability matters
Our world has enormous challenges that are very hard to solve; climate change, oppression of minorities, pandemics, authoritarian governments. Economic incentives determine the behavior of powerful corporations. When investors pursue sustainability, corporate leaders listen and capitalism becomes a strong force for good.
Services
Investments
Climate change, minority rights, pollution, democracy - if you are concerned about these issues, we invite you to learn more about how to invest with your values. We manage investment portfolios with these core values, using mutual funds that are actively pushing corporations to be better for all.
The fee for investment management services is approximately 1% of the assets under management.
Please contact us for a detailed fee schedule.
Planning
We work together to build a clear and simple model of your financial situation – that lets us consider the future clearly, and prioritize your many important goals. We typically spend 5-7 meetings together charting the course ahead, teaching and exploring financial topics, and fixing problems we identify.
The fee for a Financial Planning engagement is $2,500.
Insurance
We use insurance to manage the big risks we can’t recover from. We are not affiliated with any one insurance company, and can help you pick the best option for your situation. Protecting yourself from risks is a key factor in any financial plan – before or after retirement.
We shop around for the best term life and long term disability insurance and are compensated with commissions from the insurance companies.
Disclosures
Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Silvergreen Sustainable Investments and Cambridge are not affiliated.
Silvergreen Sustainable Investments does not provide tax or legal advice.