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, 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.
For this episode of the four-part ESG for Impact! miniseries, Kimberly invites three difference-makers in sustainable shareholder advocacy to outline their unique focus on ESG investing and mutual funds.
Now back with part two of her ESG for Impact! miniseries, Kim welcomes George Gay, the CEO of First Affirmative Financial Network, and Ebony Perkins, Self-Help Credit Union’s Vice President and Director of Investor Relations.
In the first part of the ESG for Impact! miniseries, Rex joins Kim to explain everything around investing in global food systems. They explore how food growth can impact our health and the environment and outline ways we can get into a new sustainable economy.
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 one of the “Top 50 ESG Financial Advisors in 2021” as listed on SustainFi
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.
