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How To Find A Financial Advisor Who Shares Your Interest In Impact
FYI: Some years ago, I wanted to shift my investment portfolio to become more values-aligned and to seek positive social and environmental impact. Thinking the next steps would be relatively straightforward, I asked our advisors—a multi-family office with a sophisticated investment capacity—to lay out options, help me develop a goals statement, and implement it in a tax-smart and prudent fashion. Regards, Ted https://www.marketwatch.com/articles/how-to-find-a-financial-advisor-who-shares-your-interest-in-impact-51554642026?mod=mw_latestnews
