Services

• Social and Environmental Investment Advice
• The process and access to sustainable ethical investments can be difficult.  We help to navigate the options and execute investments

• Research Social and Environmental motives and intentions of companies
• Customized portfolio's built around personal values and ethics
• Present research on specific companies or funds

• Money Management
• The Yoga of Profit is a portfolio of companies available through Motif, which is a robot-advisor with accounts custody'd at Pershing.  The companies in the portfolio show through their products, their service and their actions that their mission is to improve well-being and preserve the environment.

• Public Speaking
• Is how you spend, earn, and invest your money in line with your ethics?