We are willing to be as creative and innovative as you are yourself.
Services
Alternative Investments & Business Services
We don’t restrict ourselves to more “traditional” investment opportunities. Should clients be interested, we will look into and analyze alternative investments that reflect your values. We are willing to be as creative and innovative as you are yourself.
These services are built for small business owners, founders, and individuals. We’re registered in CT, NY, CA, PA, and VT, and serve clients nationwide.
- Business Services – We help you create a retirement plan through our business retirement services. We offer values-based Business 401k and Simplified Employee Pension Individual Retirement Arrangement (SEP-IRA) plans for your company and 403b plans for Non-Profit Organizations.
- Business 401K Plan
- 403b For Non-Profits and their Employees
- Solo 401k
- SEP-IRA PLAN
- Alternative Investments – For certain clients, you may prefer more values-based specificity in your portfolio through alternate investment vehicles. These don’t fall into the usual categories like stocks, bonds, mutual funds, exchange traded funds, or cash. These are more sophisticated opportunities for investors involving privately held values-based opportunities.
Book an Introductory Meeting Today
Start your values-based investing journey. Schedule a no-obligation, 15-minute complimentary call to learn more about our approach and how it may fit with your goals.