Collectively owned by all member advisors and support staff, we serve our clients, not a Wall Street firm, hedge fund or insurance company. While we offer all of the programs and services you would expect from a major Wall Street firm, our mission is to bring socially responsible investing strategies to individuals, families, small businesses and nonprofits who wish to align their investments with
their values. We believe that the best investment program meets the needs of each client, contributes to a just society, and promotes a healthy planet. We are one of very few financial firms in the US that has committed to the United Nations Global Compact, a pledge to commit our resources to further human rights, labor rights, environment and social justice. SOCIAL SCREENING AND PORTFOLIO MANAGEMENT:
We identify investment opportunities that have a positive impact in their communities and in the world, while avoiding investments in companies that are contrary to your personal and social values. SHAREHOLDER ADVOCACY:
We help our clients leverage their investment assets with other investors to advocate for and shape corporate behavior through proxy initiatives and shareholder/management dialogue. COMMUNITY INVESTING:
As a way to help disadvantaged communities grow and thrive, we can direct a small percentage of your investments to communities, development banks and small businesses that lack access to traditional financial markets. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of. Securities offered through registered representatives of Cambridge Investment Research, Inc., member FINRA/SIPC. Advisory Services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and SharePower Responsible Investing, Inc. ™ are not affiliated.
