We always think it's a good idea to listen to our clients.
Our clients see us as trusted family advisors who respond as their needs evolve throughout their lifetime. We assemble a team of experts, including accountants, elder care professionals, and others to help take care of you. Taking a patient, long-term approach to managing your wealth means we build long-term, trusted relationships with you and your family.
For example, many of our long-term clients asked about Socially Responsible Investing (SRI). We found that what was out there in the SRI world wasn't good enough. So we created Blue Heron Portfolios.
These diversified, blue-chip, sustainable portfolios are distinct from more traditional SRIs. For example, we don't just screen out companies that produce cluster bombs or GMOs. We screen in companies that, for example, invest in the wellbeing of their employees or protect biodiversity. Our positive screening allows your core portfolio to be invested in only the most committed, innovative and sustainable companies. There's a myth that you can't make money by investing responsibly. Since launching the Blue Heron Portfolios we're disproving that myth. See our Fossil Fuel Free Investing page for more details
Our investment principles, rigorous methodology and our watchfulness can lower your risk and increase your returns. In all that we do, we take a holistic approach to managing your wealth. Whether it's planning for your retirement income, or that next special family vacation, we're here to listen to our clients and provide straight forward solutions.
Don't take our word for it – check out the testimonials from many of our long-term clients.