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.
The midterm elections in the U.S. take place on November 6th. Early voting has already begun in many places. Kimberly Griego-Kiel discusses the trend of women running for elected office at a rate not seen since the last year of the woman. That was 1992. This is 2018. Even though it might seem that nothing has changed in these 26 years, women are getting out — organizing to win races and engage the changing US electorate. Participation matters!
Music this episode includes our theme music of Reverie (small theme) by _ghost (c) copyright 2010 Licensed under a Creative Commons Attribution (3.0) license. Get Out to Vote by Kara Square (c) copyright 2018 Licensed under a Creative Commons Attribution (3.0) license. Get Out to Vote – Kara Square and Piero Peluche by Piero Peluche (c) copyright 2018 Licensed under a Creative Commons Attribution Noncommercial (3.0) license.
Deep Impact Investing is recorded, edited and produced for Horizons Sustainable Financial Services by Content Hive. Visit contenthive.net for more details.
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 to the other episodes, and refer others to Deep Impact Investing!
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.
