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Investment advisors for foundations, trusts, individuals,
families
We all want to make the world a better place—protecting the environment, pushing for social justice, and other important ideals. But rather than supporting our principles and our financial goals, our investments often work against who we are.
Goodfunds Wealth Management offers solutions for you, your foundation, trust, endowment, or family to help align
your investments with mission and values. Services include:
- Investment review by Accredited
Investment Fiduciary®
- Financial, mission, and values review with Certified
Financial Planner® professional certificant or Chartered
Retirement Planning Counselor® professional
- Investment policy statement development based on your financial, fiduciary,
and values objectives
- Monitoring and ongoing service to help assure that agreed upon processes and standards are being met
Whether you are an individual investor or a fiduciary trustee of a foundation, you can now prudently align your investments with your mission.
Contact us today to schedule a review of your investment practices.
Your
charitable giving does great things—now you can also make your
investing sustainable and responsible!
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