Our Personal Services

Greenvest offers among the largest arrays of socially responsible investing services and product choices available.  Please contact us for complete details based on your individual situation.

• One-on-One SRI Consulting
• Social Investment Screening Based on Your Individual Values
• Asset Allocation Planning
• Retirement Plan Optimization
• Investment Selection and Customized Portfolio Creation
• Ongoing Portfolio Monitoring and Rebalancing
• Tax-Efficient Management
• Shareholder Advocacy and Proxy Voting Advisory Service
• Socially Responsible Retirement Plans for Businesses and
  Non-Profits
• Community Investing

Important Advantages

• Seasoned Advisors, specializing in SRI
• Low account size minimums
• Your choice of fee structures
• The universe of socially responsible investments and account types to choose from
• Unbiased investment selection