ESG/Socially Responsible Investing

Everyone has beliefs or values that are important to them. For some it is important that their money and investments support, or at least don’t run contrary to, their deeply held beliefs.

Bob has been researching and investing in socially responsible investments and community development funding vehicles since the early 1990's. His years of working for non-profits and experience investing in such vehicles make him well suited to help clients negotiate this rewarding, but often confusing or misleading world of values-based investing.

Bob takes clients through a comprehensive process in which your values are identified and reflected in an appropriate and customized way. If values-based investing is a passion or potential interest you would like to explore, please take the opportunity to make an appointment with Bob by selecting the “Initial Meeting” tile listed below.