Socially Responsible Investment | Goodfunds Wealth Management

Socially responsible sustainable green investment

Goodfunds Wealth Management serves individuals, families, foundations, and endowments by providing state-of-the-art green sustainable responsible investing (SRI) services. Since 1986, we have specialized helping citizens and organizations participate in SRI strategies.

Services are professionally and competently coordinated using a seasoned team and network that includes money managers, mutual funds, proxy vote services, shareholder advocates, donor advised funds, pooled community investing, financial planners, tax advisers, and estate planning specialists.

Recent academic and institutional studies show that by integrating sustainability, responsibility, and transparency criteria, prudent investors can gain an advantage in the management of attractive diversified portfolios.

Guiding Principles

Live and act according to your deeply held values.

Remember the natural world and learn from it.

Recognize interconnectedness, interdependence, and social responsibility.

Support a peaceful fair economy that values and respects all peoples and ecological processes. Support human rights through tolerance, diversity, and community.

Protect and participate in political and economic democracy.

Yes there are two paths you can go by
But in the long run
There's still time to change the road you're on.

Commitment

There are a lot of words on business cards these days. But the real essence of financial planning and investing is about smart, meaningful conversations. It is about guiding you or your organization through an ongoing process to keep your resources aligned with goals and values.

Some people find it challenging to navigate all by themselves, the ever-changing economic and financial landscape. By taking advantage of our experience, resources, and services, people are more likely to maintain a financially sound foundation while stewarding their resources. Please visit the contact & info page to easily get in touch with us.

State Registration Notice

Investment regulations including SEC and FINRA registration requirements limit the dissemination of information on investments and services. Therefore, access to this site is limited to individuals residing in states in which Eric A. Smith is FINRA and/or SEC Registered or exempt. Eric A. Smith is a Registered Representative and Investment Advisor Representative of KMS Financial Services, Inc., a FINRA member firm securities licensed in all 50 states. This office through Eric A. Smith, is registered for securities business with residents of: CA, HI, ID, NY, OR, WA. Likewise, fee-based advisory services are available to the residents of: CA, HI, ID, NY, OR, WA. By proceeding further you acknowledge that you have read the disclosures above and that you are a resident in a state in which Eric A. Smith is registered to serve citizens. thanks

Site sponsored by Eric A. Smith, CFP^®, AIF^®
Specializing exclusively in sustainable and responsible investing since 1986. Member of First Affirmative Financial Network, US SIF, Green America Business Network, and Financial Planning Association. Securities & investment advisory services offered through KMS Financial Services, Inc. KMS is a FINRA Registered Broker/Dealer, member SIPC, and SEC Registered Investment Advisory firm. Please review our additional disclosures and disclaimers and contact information. ©2013 goodfunds.com; Eric A. Smith.