Balanced Rock Investment Advisors
2 SlideShares 11 Seguidores 26 Seguindos
Personal Information
Organização/Local de trabalho
Roslindale, Massachusetts United States
Setor
Finance / Banking / Insurance
Site
www.balancedrockia.com
Sobre
Balanced Rock Investment Advisors is a truly independent and locally owned financial advisor offering fee-only wealth management and financial planning services to people and organizations of all kinds. We’re proud to support our community with both our services and our Sustainable Community Involvement. Balanced Rock does not sell any financial products, focusing instead on transparent and high quality advice. We always act as a fiduciary for our clients, with the highest ethical standards in the industry. Our customized low-cost and tax-efficient investment strategies can incorporate values-based selection criteria including environmental, social and governance (ESG) factors.
Detalhes do contato
Marcadores
investing fiduciary fee-only boston value esg local values impact sri wealth management divestment 2016 investment financial planning values+value sustainability personalization
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Apresentações

(2)

Balanced rock company presentation 2015.4.2

Há 8 anos • 281 Visualizações

Let your Values Guide your Investing: Socially Responsible, ESG & Impact Investing

Há 8 anos • 1043 Visualizações
Personal Information
Organização/Local de trabalho
Roslindale, Massachusetts United States
Setor
Finance / Banking / Insurance
Site
www.balancedrockia.com
Sobre
Balanced Rock Investment Advisors is a truly independent and locally owned financial advisor offering fee-only wealth management and financial planning services to people and organizations of all kinds. We’re proud to support our community with both our services and our Sustainable Community Involvement. Balanced Rock does not sell any financial products, focusing instead on transparent and high quality advice. We always act as a fiduciary for our clients, with the highest ethical standards in the industry. Our customized low-cost and tax-efficient investment strategies can incorporate values-based selection criteria including environmental, social and governance (ESG) factors.
Marcadores
investing fiduciary fee-only boston value esg local values impact sri wealth management divestment 2016 investment financial planning values+value sustainability personalization
Ver mais