Financial Planning and Investment Management for families -- balanced, diversified portfolios informed by your goals Many of our clients engage us to implement Socially Responsible Investment strategies. Whether your focus is on environmental causes, human rights issues, fair trade practices or corporate governance, we can work with you to include these factors in the investment process. We invest across the world and have access to both domestic and international markets through our relationships with a number of competing global securities firms. We have a fiduciary responsibility to clients and avoid conflicts often encountered by advisers/brokers at firms with competing investment banking, brokerage, insurance, tax preparation or lending units. All client assets are held with outside, nationally-recognized custodians in separate accounts. Please visit our website for further information.