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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.

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Statement of Solidarity

As a nation, a company, and as white individuals, we have been asleep at the wheel for far too long. We all have prospered in silence on the backs of people of color, and we at Horizons Sustainable Financial Services a white owned company, are choosing to do better and to be silent no longer. It is my commitment, as the CEO of Horizons Sustainable Financial Services, to make this organization an anti-racist firm. We begin today by educating ourselves about the Black Lives Matter Movement and other anti-racist organizations. We have begun making a list of concrete initiatives — both personal and corporate — which will be implemented by June 1, 2021.

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Deep Impact Investing Podcast

Welcome to our podcast, Deep Impact Investing, where we talk with you in-depth about an exciting and even earth-moving trend.

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!

And a special thanks to our podcast Sponsors!

Green Century Capital Management

Calvert Research Management

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.
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July 13, 2021
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Ep 47 – How Harnessing the Power of Information Can Amplify Your Values-Based Investing With Ivka Kalus

By Deep Impact Investing Podcast
What can we accomplish if we as investors make use of data and knowledge to drive our impact investing? In this episode, learn how Promethos Capital, an employee- and majority women-owned institutional investment boutique is doing just this.
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June 2, 2021
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Photo of Johann Klaassen and Kim Griego Kiel by Gabriella Marks
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

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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