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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). Get Started Now!

 

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.

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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:

Horizons Sustainable Financial Services is pleased to announce two new plans to help advisors pondering a big change: Horizons Advisor Transition System, for those looking to change their fundamental business relationships and models, and Horizons Advisor Retirement Plan, for those who are ready to retire and want to find a new home for their clients.

Learn More

Help us celebrate our 50th Deep Impact Investing podcast!

By helping the Creative Action Institute build an equal, sustainable planet!

With a gift of any amount, you will be a vital part of a hardworking team at the Creative Action Institute, knocking down systemic barriers to gender equality and environmental conservation. Your support will help gender and environmental activists access life-changing resources and innovative tools that provide creative and sustainable solutions to issues like deforestation, pollution, threat to biodiversity, gender-based violence, teen pregnancy, and child marriage.

Give to the Creative Action Institute Now!
Give to the Creative Action Institute Now!
Give to the Creative Action Institute Now!
Deep Impact Investing Podcast

Ep 53 – Fishy Fish: What You Should Really Know About Sustainable Seafood

Deep Impact Investing Podcast

Ep 52 – Investing for Climate Risk and Gender Equality With Pooja Khosla

Deep Impact Investing Podcast

Ep 51 – What’s Risk Got to Do With It? With Johann Klaassen

Deep Impact Investing has reached its first big milestone — 50 episodes!

And because milestone episodes deserve milestone guests, this week, Kimberly Griego-Kiel welcomes award-winning artist, social impact strategist, philanthropic advisor, and the Creative Action Institute’s board chair, Alyssa Wright.

Ep 50 – Gender Equality as Part of a Sustainable Planet with Alyssa Wright

By Deep Impact Investing Podcast
Deep Impact Investing has reached its first big milestone — 50 episodes and this week, Kimberly Griego-Kiel welcomes award-winning artist, social impact strategist, philanthropic advisor, and the Creative Action Institute’s board chair, Alyssa Wright.
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August 4, 2021
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Ep 49 – Investments That Positively Impact Society and the Environment With Alyssa Greenspan, CFA, and David Sand

By Deep Impact Investing Podcast
Many investors who want to make a positive impact with their dollars find it difficult to identify investment opportunities that will help them accomplish this. That’s where ESG investment companies like Community Capital Management can help.
Read More
July 13, 2021
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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…

Horizons is a proud member of US SIF: The Forum for Sustainable and Responsible Investment

Horizons is one of the “Top 50 ESG Financial Advisors in 2021” as listed on SustainFi

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.

Financial Values Worksheet
Social Policy Questionnairre
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