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To
provide financial planning and asset management for
clients that want their invested dollars to correlate with
their social principles.
It is my higher purpose to reach out to investors
to help them meet their financial objectives, while
investing in the securities of companies that advance
human rights and human dignity, that care for our natural
environment, that protect employees, families, consumers
and their health/quality of life, and companies that are
concerned about issues of community, education, social
equality and Peace … rather than ignoring the abuse of
these issues for profit.
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