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.
Horizons Sustainable Financial Services is pleased to announce two new plans to help advisors pondering a big change: Horizons Advisor Transition System (HATS), for those looking to change their fundamental business relationships and models, and Horizons Advisor Retirement Plan (HARP), for those who are ready to retire and want to find a new home for their clients.
In future episodes, we’ll be answering your questions as you contemplate whether you’re investing like you give a damn. Email us with your questions at info@horizonssfs.com. And please tune in and refer others to Deep Impact Investing!
Our Sponsors:
Calvert Research and Management | Pax World Funds | Trillium Asset Management
Today you will meet your hosts, Kimberly Griego-Kiel and Johann Klaassen. As Accredited Investment Fiduciaries™ at Horizons Sustainable Financial Services, Kimberly and Johann help clients who have a real passion for sustainable investing. In this episode, Kimberly and Johann share more on what they do, why they love it, and who they are outside the office.
In this episode, you’ll learn:
Listen now, or tune in to meet Kimberly and Johann and find out what they’ll be bringing to this podcast!
Our Sponsors:
Calvert Research and Management | Pax World Funds | Trillium Asset Management
Today you will meet your hosts, Kimberly Griego-Kiel and Johann Klaassen. As Accredited Investment Fiduciaries™ at Horizons Sustainable Financial Services, Kimberly and Johann help clients who have a real passion for sustainable investing. In this episode, Kimberly and Johann share more on what they do, why they love it, and who they are outside the office.
In this episode, you’ll learn:
Listen now, or tune in to meet Kimberly and Johann and find out what they’ll be bringing to this podcast!
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…
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.
