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
• Personal Financial Planning, at no added fee.
• Social Investment Screening Based on Your Individual Values
• Annual Asset Allocation Recommendations
• 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
• The universe of socially responsible investments and account types to choose from
• Unbiased investment selection

We Specialize Only in Socially Responsible Investing.

Unlike advisory firms who dabble in SRI as a sideline — and others who are only now getting into it because it’s growing — we have concentrated our careers on socially responsible investing and have access to specialized professional SRI market resources/research, industry news, advance information on new product offerings, and over 40 years of combined SRI experience. And like you, we walk the talk — we live clean energy, whole food, alternative lifestyles.