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Smith Eric A Cfp
Sustainable and responsible investing services provided to individuals and organizations by Eric A. Smith, CFP, Seattle, WA. Since 1986.
| Address | 6009 34th Ave NW Seattle, WA 98107-2619 |
| Phone | (206) 782-1205 |
| Website | www.goodfunds.com |
SRI book reviews
meeting & working with financial advisors
referrals to other professionals
Community Investing Achiever in the Social Investment Forum 1% For Community campaign since 2002. Calvert Foundation Advisor of the Year in 2004. Learn more!
Your Money, Your Future
Goodfunds Wealth Management serves individuals, families, foundations, and endowments by providing state-of-the-art sustainable and responsible investment (SRI) services. Since 1986, we have specialized helping citizens and organizations participate in SRI strategies.
Your services are professionally and competently coordinated using a seasoned team of specialists including private account and folio money managers, mutual funds, proxy vote services, shareholder advocates, charitable giving account services, pooled community investing management, insurance consultants, tax advisers, and estate planning specialists.
Recent academic and other institutional studies have shown that by integrating sustainability, responsibility, and transparency criteria, prudent investors can gain an advantage in the management of attractive diversified portfolios.
Live and act according to your deeply held values.
Remember the natural world and learn from it.
Recognize interconnectedness, interdependence, and social responsibility.
Support a peaceful fair economy that values and respects all peoples and ecological processes. Support human rights through tolerance, diversity, and community.
Protect and participate in political and economic democracy.
We each now face the difficult decision between the old easy way out, or the wiser sustainable and responsible path.
Financial planning and investing are complex ever-changing subjects. We don't believe anyone can totally master them. However if you wish to take advantage of our experience, resources, and service offerings with an open mind, you and your money can more smoothly navigate the complex and ever-changing economic landscape.
site sponsored by Eric A. Smith, CFP, AIF
specializing exclusively in sustainable and responsible investing since 1986
Member of First Affirmative Financial Network, Social Investment Forum,
Green America Business Network, and Financial Planning Association
meeting & working with financial advisors
referrals to other professionals
Community Investing Achiever in the Social Investment Forum 1% For Community campaign since 2002. Calvert Foundation Advisor of the Year in 2004. Learn more!
Your Money, Your Future
Goodfunds Wealth Management serves individuals, families, foundations, and endowments by providing state-of-the-art sustainable and responsible investment (SRI) services. Since 1986, we have specialized helping citizens and organizations participate in SRI strategies.
Your services are professionally and competently coordinated using a seasoned team of specialists including private account and folio money managers, mutual funds, proxy vote services, shareholder advocates, charitable giving account services, pooled community investing management, insurance consultants, tax advisers, and estate planning specialists.
Recent academic and other institutional studies have shown that by integrating sustainability, responsibility, and transparency criteria, prudent investors can gain an advantage in the management of attractive diversified portfolios.
Live and act according to your deeply held values.
Remember the natural world and learn from it.
Recognize interconnectedness, interdependence, and social responsibility.
Support a peaceful fair economy that values and respects all peoples and ecological processes. Support human rights through tolerance, diversity, and community.
Protect and participate in political and economic democracy.
We each now face the difficult decision between the old easy way out, or the wiser sustainable and responsible path.
Financial planning and investing are complex ever-changing subjects. We don't believe anyone can totally master them. However if you wish to take advantage of our experience, resources, and service offerings with an open mind, you and your money can more smoothly navigate the complex and ever-changing economic landscape.
site sponsored by Eric A. Smith, CFP, AIF
specializing exclusively in sustainable and responsible investing since 1986
Member of First Affirmative Financial Network, Social Investment Forum,
Green America Business Network, and Financial Planning Association
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