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.

To that end, we subscribe to the principle of the Triple Bottom Line:

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.

Download our worksheet and questionnaire to get started:

Our Services include:

  • SRI investment evaluation/counseling
  • Portfolio management
  • Comprehensive financial planning
  • Life insurance consultation
  • Retirement planning

  • Estate and tax planning
  • Charitable donations planning
  • Charitable donations consultations for nonprofits
  • Establishing long-term goals consistent with finances and lifestyle
  • Selecting non-SRI investment vehicles, such as REITs, where appropriate

…and are offered in one of three ways:

  • Fees on assets under our management
  • By the hour, retainer, or flat planning fee.

Choosing the Right Investments for You

Which investments are right for your portfolio? In order to find out, we start by listening to you — to find out your tolerance for risk, and your need for portfolio growth and income, of course, but also to hear about which environmental, social, and corporate governance issues are most important to you. We then take what we learn from you about your wants and needs, and use that to help us sift through our database of almost five hundred mutual funds from fifty-five different firms, and another two hundred separately-managed account options from thirty management firms, to find the right mix of assets for your portfolio.

As part of this due diligence, we maintain personal relationships with industry leaders and stay abreast of industry news and developments through seminars, forums, and conventions. Horizons is a member of the Social Investment Forum, the professional association dedicated to advancing SRI investment practices to create a world in which investment capital helps build a sustainable and equitable economy. The Forum provides us with daily news feeds and immediate access to leading data to keep us up-to-the-minute on industry developments.

Horizons subscribes to a package of professional services offered by First Affirmative Financial Network, LLC.

Contact Us Now!

Impact investing is not a destination it’s a journey. It is the experience of meeting one’s financial goals while effecting change and is a fulfilling process.

Kim Griego-Kiel