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 
  • Community Investing

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