Brighter Investing

Imagine being able to personalize your investment portfolio so it reflects your values AND earns competitive returns. Imagine that you could focus your investments on companies that make a positive difference on environmental, social, humanitarian and/or corporate governance problems. Imagine the feeling of knowing your investments support solutions to some of the most pressing issues we face. We launched Brighter in April 2019 to bring this vision to life. We provide Sustainable & Impact investment management AND financial advice to individuals & families. Our services range from retirement, estate planning & portfolio construction to investment-only engagements for clients looking to invest thematically (climate, alternative energy, food scarcity, poverty, gender equality, human rights …) without moving everything from another advisor. What’s Sustainable and Impact Investing? It’s a name for a numerous mix of terms & disciplines like Socially Responsible Investing, ESG Investing, Green Investing & Values-Aligned Investing. Outdated misconceptions abound. Maybe you’ve heard it’s more expensive, delivers lower returns, or is difficult to access. More and more, the data is suggesting otherwise, that you CAN invest with purpose without sacrificing returns … especially over the long term. Does “sustainable” mean buying “green” companies with poor fundamentals or merely excluding “sin stocks?” No. It’s about buying and lending to well-run corporate citizens with good long-term prospects. You can also choose to prioritize impact and put assets toward more specific solutions you care about. If you’re investing for your individual or family’s future, or if you just want to learn more about Sustainable and Impact Investing, we’d love to hear from you. Do it for yourself, your children and future generations. You can grow your wealth AND make a difference. Let us show you how.