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.
We specialize in highly personalized attention to each individual investor’s financial goals and values, tailoring your portfolio and financial planning vehicles to reflect your own unique profile.
SRI is an investment strategy that adds an additional layer to traditional investing: the consideration of values, with the goal of ensuring that your investments have a positive impact on society and the environment. Read more…
All investments have an impact, both on your community and on the world at large; by investing according to your deeply held values, you are actively participating in making the world a more balanced, just, and healthy place to live.
How to Get Started
Your initial consultation is offered free of charge.
Prior to our initial, complimentary meeting, we ask that you download our Client Intake Form 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…
Community Initiatives We Support
Now in its 40th year, Solace Crisis Treatment Center’s commitment to the ever-changing sexual violence and trauma needs of the community continues to grow through advancement and perseverance.
We are here to respond to the needs of individuals who are in crisis or suffering from trauma. We are a state-of-the-art non-profit agency, located in Santa Fe, combining the healing power and life changing services of a specialized clinical team, advocacy center, and education and prevention experts to help survivors and our community restore strength in the face of adversity.
SRI Question of the Month
Each month we feature a Q&A topic here and on our Facebook page, submitted by our clients and website visitors to help folks better understand the world of socially responsible investing, as well to give us more opportunities to connect with people who want their money to align with their values.
We invite you to submit any SRI questions you may have by clicking here.
You can read other Q&As on our Frequently Asked Questions (FAQ) page.