What makes you different from other financial services providers?
We help you align your investments with your values ®.  Most financial services firms will help you with a financial plan, asset allocation strategy and investment management.  We go one step further to make sure the companies you own are responsible corporate citizens.  You shouldn’t have to own unethical or polluting companies.

How do I get started?
Give us a call or send an e-mail.  We’ll set up a time to have a conference call where we can learn more about you and your needs.  We also want to make sure that we will work well together.  Relationships are very important to us, so we want to make sure that our clients share our values.

You are located in Georgia. Do you have any additional locations?
At this time, we do not have any additional locations. We are in the process growing and will soon have representatives available in a number of cities. Currently, however, we have clients all over the country and interact regularly via telephone, e-mail and video conferencing, so location shouldn't be a concern.

Are your portfolios riskier than ordinary investments?
No they are not.  We are financial advisors, first and foremost, therefore we make sure that our recommendations are appropriate for every client.  Our portfolios combine a mix of different types of stocks (large, mid and small size, both domestic and international),bonds and alternatives (currencies, commodities and other non-correlated investments.)  This mix balances risk vs. return to address each client's profile.

How do I know the securities I own are socially & environmentally responsible?
We work with several portfolio managers that specialize in socially responsible investing.  They are charged with conducting the due diligence on all securities we own.  Their research will determine if a company is not only a good investment for financial reasons, but also for their social, environmental and corporate governance records.

How secure is my personal information?
Your personal information is maintained on a secure server by Minerva Planning Group and TD Ameritrade, our custodian. Your information is never distributed to outside entities, and we will never contact you for reasons other than administration of your account.

How much do I need to start?
We help clients with at least $250,000 in investable assets.