All Posts

What Is This About? Professionals have a duty to meet the needs of their clients based upon where the client is financially, but also spiritually and personally as well.  I’ve noticed an underserved part of the market for investors, where they want Conscious/Impact investment opportunities , but have a challenge finding them. I’ve also noticed that virtually no professionals provide deep risk management strategies, and certainly not ones that are designed to exceed the return

How value investing impacts returns and risk.