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.
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.
Your initial consultation is free of charge.
Download our Financial Values Worksheet and Social Policy Questionnaire. By filling these out in advance, you give us the opportunity to do an in-depth evaluation of your needs and investment goals. It’s not necessary to bring additional paperwork, but it is helpful for us to see copies of your statements and tax returns.Read more or get started...
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…