The Work Index by Flexa

Greenvest

Greenvest is a firm that provides socially and environmentally responsible investment consulting with offices in Vermont, Western Massachusetts, and the San Francisco area.

https://greenvest.com/
4.9

/10

Transparency ranking

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Description

Greenvest is a socially and environmentally responsible investment firm with offices in Vermont, Western Massachusetts, and San Francisco. They specialize in providing personal consulting services on Socially Responsible Investing (SRI), helping clients align their investments with their values. Greenvest offers a range of services including one-on-one SRI consulting, asset allocation planning, retirement plan optimization, and customized portfolio creation. They are dedicated to helping clients achieve both their financial and social goals through responsible investing practices.

Greenvest distinguishes itself by its commitment to SRI and its team of experienced advisors with a passion for making a positive impact. The company boasts a team of certified financial planners and chartered socially responsible investment counselors, each with a unique background and expertise in SRI. Greenvest's approach emphasizes transparency, personal interaction, and a deep understanding of client values and goals. They believe that investors don't have to sacrifice performance to invest responsibly, and they strive to deliver strong returns while contributing to a more sustainable future.

Flexibility

Office based

Mission

Greenvest is a socially responsible investment firm committed to helping clients align their financial goals with their personal values. They provide personalized financial advice and manage investment portfolios focused on companies that meet ethical and environmental standards, offering a range of services including asset allocation, retirement planning, and shareholder advocacy. Greenvest believes in the power of responsible investing to create a more sustainable and equitable future.

Environmental impact driven
Improving quality of life/health
Social impact led
Sustainability

Culture

Greenvest cultivates a culture centered on social and environmental responsibility, valuing both financial success and positive impact. They emphasize personalized service with a strong focus on ethical investing, aligning client investments with their personal beliefs and social goals. Their employees are passionate about making a difference and are actively involved in various social and environmental initiatives, creating a collaborative and purpose-driven work environment.

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