During that discovery meeting, we will compare your portfolio to one of the Envision Justice Series Core portfolios that invest in the US Standard & Poors 500 (S & P 500) companies as well as top non-US companies, that have been screened for certain environmental and social values.
Here’s a quick sample of the experience you will go through when you click Get Started.
Take Values Questionnaire
Powered by YourStake, this tool helps us know more about your personal values.
Start Questionnaire
Schedule Meeting
Connect with us in person or virtually, we're here to meet you where you’re most comfortable.
Schedule Meeting
Bring Your Brokerage Statement(s)
When you meet with us, all you need to bring is your account statement for us to run a quick check-up!
