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Expanding Horizons — Good News and an Introduction

By Anti-Racism, Featured, Gender Issues, Leadership News, Racial Justice, Social Justice, What We Do
With the recent rapid growth of Horizons Sustainable Financial Services, we now find some opportunity and some necessity to expand leadership and re-define some responsibilities within the Santa Fe headquarters. Founding Partner Kimberly Griego-Kiel, MBA, AIF®, will more closely focus the majority of her attentions on the parts of the...
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Dimensions of Investment Decisions

Four Dimensions of Fiduciary Investment Advice: Introduction

By Due Diligence, Fiduciary, Financial Planning, Personal Financial Literacy, Resources, What We Do

There are plenty of resources around the internet for people just beginning to look for financial planners and investment advisors — “Ten Questions to Ask a Financial Advisor”, for example, or “Seven Questions Every Advisor Should Be Able to Answer”, or many others. These are great resources, because if you’re…

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