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Greg Wendt
Mr.
Wendt has been in the business for 13 years and is based in Los Angeles.
He's the only independent, fee based financial advisor with offices in LA that specializes in
SRI.
For
more information you can visit his
website
or call him at 310 227 8050
X 122
CATHERINE WOODMAN
Catherine helps clients make a
difference in the world by aligning their investments with
their values. She works with socially conscious families,
non-profits and small business owners who value their
employees and care about the environment, and is a highly
regarded speaker on sustainability, enviro-investing, and
ecological economies.
GREGORY
L. Q. GARVAN
Money
with a Mission / FAFN Comprehensive Fee-only financial &
life planning & Socially responsible investment
management.
For more info, call: (607) 273-8042 or toll-free (877)
644-8042. Fax 607 273-2594 or email at: greg@moneywithamission.com
www.moneywithamission.com
JACK BRILL
Is a registered investment advisor and has been a key figure in the socially conscious investment arena. He’s also a lecturer on socially conscious investing, and the co- author of “Investing with your values: making money and making a difference”.
For
more information you can visit his website
or call him at (619) 582-7717
STEPHEN SIEGEL
Certified Financial Planner also active in social justice and environmental groups. He was featured on the
TV. show Making a Difference.
For
more information contact him at (800)600-0686 or e-mail him at
sjsiegel@flash.net.
M ALLISON BEEZER
Portfolio management using primarily no-load mutual funds.
She is active in campaigns to change corporations through shareholder activism.
For
more information contact her at (206) 323-3700 or check out her
web site.
NEWGROUND INVESTMENT SERVICES
A registered
investment adviser for individuals and institutions
that seek socially responsive investment management, shareholder
activism, and/or proxy voting. Bruce Herbert, President, served on the Governing Board of the
Interfaith Center on Corporate Responsibility (ICCR), and
co-founded the NW Coalition for Responsible Investment. SRI
investing since 1986.
For information call (206)-522-1944, send email or
visit web site.
MONEY MANAGERS
Personal money managers create and manage investment portfolios for high net worth individuals, foundations, pension plans, and endowments. They are usually paid a small percentage of the total assets under management, which gives them an incentive to make your portfolio grow. All of the money managers in our directory specialize in socially conscious
investing.
MONEY MANAGERS
ON THE WEB
Note: Red Jellyfish does not endorse any of the
advisers or companies listed on our website, and is
acting only as a general resource. |
BLUE
MARBLE
INVESTMENTS
Blue Marble Investments is a full service social investment firm that designs uniquely
tailored portfolios for the individual and institutional investor. Portfolios typically integrate
financial, social, and environmental screens. These screens are not a hindrance to
investors, but an added tool for finding enlightened companies whose actions reflect
their commitment to their workers. customers, and community. Securities and accounts
include: Mutual funds. stocks. bonds. insurance, money markets. individual retirement
accounts. and corporate retirement accounts.
For more information. contact
1-866-B Marble (262-7253) or e-mail at:
Info@bluemarbleinv.com
Securities offered through Commonwealth
Financial Network. Member NASD/SIPC
BRIAN LAVERTY
Offers Socially screened stocks, bonds, mutual funds, tax advantaged investments, fee-based asset management and more.
For
more information contact him at (800) 598-5075 or e-mail him at
treehug@epix.net.
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