Invest like you give a damn.

Because your values are our core business. Since 1998, Horizons Sustainable Financial Services has maintained an exclusive focus in Sustainable, Responsible, Impact Investments (SRI).


Plan like you mean it.

Because your values are our core business, we will steer your investments for the long term.


Make your money meaningful.

Because we work for what you care most about, we will take into account your values, lifestyle, and goals for today and the future.


Manage your money and your life.

Because we work for what you care most about, we have moved financial services in a values direction for the last 18 years.


Give to what matters most.

Because it’s your money and your life, we plan to ensure that your charitable donations align with your values.


Build a better portfolio.

Because it’s your money and your life, our portfolio management features exceptional due diligence about companies’ business practices.


Start where financial goals and values meet:

Horizons Sustainable Financial Services offers a full range of investment services to further socially conscious values. Whether you’re already familiar with Socially Responsible Investment (SRI) principles or looking to learn more about them, we can guide you in both selecting investments that support your personal values and engaging in shareholder advocacy to positively influence corporate behavior.

Get Started Now

Plans for SRI focused Advisors:

At Horizons Sustainable Financial Services, we have two main ways to help advisors pondering a big change: a Transition System, for those looking to change their fundamental business relationships and models, and a Retirement System, for those who are ready to retire and want to find a new home for their clients.

Email us, or call 877.321.3236 for more information
Learn More
Photo of Johann Klaassen and Kim Griego Kiel by Gabriella Marks
Our Approach

Sustainable, Socially Just Investment Practices

Horizons specializes in personalized service that takes into account your values, lifestyle, goals, and current financial situation. Our clients range from experienced investors to newcomers to the world of finance, those who seek to expand an existing portfolio, young people just starting out, people looking to manage a recent inheritance or plan for retirement—anyone seeking to support SRI principles as a way of aligning their finances with their values.

Unlike some large investment houses that include SRI as a smaller, less important offshoot of their overall business, Horizons maintains SRI as our exclusive focus, and pursues SRI values in our overall business practices as well as in our personal lifestyle choices. More about us…

Getting Started

Your initial consultation is free of charge.

While it is not necessary to bring any documents with you to our first meeting, it can be helpful to have any pertinent investment statements and tax returns at hand to assist us further in evaluating your needs.


Updated Financial & Tax Data for 2018

As we expected, the “final” revisions made to the tax code by the “Tax Cut and Jobs Act” passed into law last December weren’t quite as final as supposed. There are a handful of provisions that didn’t turn out the way the Congressional Republicans intended, so they are trying to…

Correction or Bear Market?

It’s hard to avoid hearing the rumbling sound coming from Wall Street over the last couple of weeks. Even news outlets that don’t normally mention market news have spent at least a few minutes on the wild ups and downs – okay, mostly downs – of the major indexes. And…

Failure and Persistence

There were a couple of interesting articles in the investment industry press yesterday that I feel the urge to share with everyone. First is "Ignore the Gurus", by Scott MacKillop from Wealth Management magazine. My favorite pull-quote: "The guru Hall of Fame is an empty room." It seems that market…