We work hard to promote sustainability in all areas of our practice. In our work with clients, this means designing financial plans and portfolios capable of enduring a wide range of life changes and market conditions. For retired clients, sustainability means carefully managing their nest egg to provide for both monthly income and portfolio longevity.
At our office, we purchase wind power for electrical consumption, minimize the use of paper, and use 100% post-consumer recycled content when printing is necessary. We recycle as much of our daily waste as possible, donate to leading environmental charities, and follow a long list of green initiatives that we’d love to share with you.
We also advise on a full range of portfolio solutions that reflect our common commitment to sustainability. We’re encouraged by the increasing global demand for environmentally and socially responsible investments and the resulting product innovation that has enabled us to create sound, diversified, and responsible portfolios for any client requesting them.