Greenvest offers a large array of socially responsible investing services and product choices available, including:
- One-on-One SRI Consulting
- Social Investment Screening Based on Your Individual Values
- Asset Allocation Planning
- Retirement Plan Optimization
- Investment Selection and Customized Portfolio Creation
- Ongoing Portfolio Monitoring and Rebalancing
- Tax-Efficient Management
- Shareholder Advocacy and Proxy Voting Advisory Service
- Socially Responsible Retirement Plans for Businesses and
Non-Profits - Community Investing