The first step in the process is getting to know you: your life, your goals and values.
The concept of generating a measurable, beneficial social or environmental impact alongside a financial return has been around for decades. It has recently been gaining popularity, in large part due to investor demand as well as much improved returns.
If you are like us, you might want to learn even more before taking the next step. Here are some of the free resources we offer for you to learn more about what we do and how we do it: