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Best Practices for Financial Advisors

Last month, I had the pleasure of attending my 20th annual SRI conference – unless it was the 21st. I’ve kind of lost track. This year I had the honor of participating in a panel on Best Practices for financial advisors specializing in socially responsible investing. I shared the stage with two other respected advisors from seemingly very different firms and segments of the industry, Steve Ellis of Colorado Capital Management and Jane Lewenthal of, believe it or not, Wells Fargo. What I learned from the session is that while there is certainly more than one approach to working in this realm, that it seems that we shared some fundamentally important traits as well. Steve, Jane and I came f

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Impact Investors, Inc. is a Registered Investment Advisory firm (CRD #289028) specializing in Sustainable, Responsible, Impact (SRI) investing. We provide individuals, families and organizations with a team-based, comprehensive financial planning and investment advisory service, by integrating our client's impact objectives with their financial goals into an overall wealth management strategy. Please review our Disclosures or Contact Us with questions. Copyright © 2020 Impact Investors. All rights reserved.