I don’t want my money going to organizations I don’t support — are you going to tell me that’s “not prudent” like my last broker?


Absolutely not. There are plenty of good ways to manage your wealth that can accommodate whatever your values happen to be. You might like our GENII investment portfolio, which invests in organizations that support gender equity and sustainable practices, or you might like us to create something unique for your portfolio. Let’s talk. We’ll always be on your side of the table. 

Does your relationship with your current investment advisor feel disconnected or adversarial? That’s a problem you won’t find here.

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