Pine Haven Investment

Trillium Asset Management, based in Portland, Oregon, is a leading financial firm that specializes in sustainable and responsible investing. With nearly 40 years of experience, Trillium offers a range of investment strategies and services that aim to advance a global sustainable economy and create a better world. Their integrated investment approach combines environmental, social, and governance factors with a time-tested fundamental approach to identify compelling investment opportunities and deliver competitive risk-adjusted returns. Trillium's commitment to responsible investing is evident through their dedicated shareholder advocacy team, which engages with companies to align values with investment objectives and press for positive change on material ESG concerns. They offer equity, fixed income, and alternative investments to institutions, intermediaries, high net worth individuals, and charitable organizations, with a focus on providing long-term value and social dividends. Trillium also serves as a thought leader in the responsible investing space, sharing their expertise through white papers and webinars to help investors navigate the ESG investment universe.Generated from the website

Pine Haven Investment is a fee-based investment counsel firm located in Fairhaven, Massachusetts, offering counsel, planning, and investment management services to a select group of clients. They prioritize sustainable, responsible, and impact investing, helping clients align their investment portfolios with their values and financial goals through individualized socially responsible portfolios that consider environmental, social, and governance factors. As a fiduciary, Pine Haven is committed to the highest ethical standards and operates as an independent Registered Investment Advisor, charging a fee based on the percentage of assets managed. With a focus on long-term investment success and financial security, they provide steadfast guidance for progressive asset management, empowering clients to take charge of their financial lives and achieve their desired lifestyle.Generated from the website

Cascade Investment Advisors, established in 1997 in Portland, OR, offers personalized value investing solutions to investors seeking tailored strategies and attentive service at reasonable fees. Their team of experts aims to provide the same level of service and performance typically reserved for high-net-worth individuals to a broader range of clients. With a focus on safeguarding wealth and delivering customized investment approaches, Cascade Investment Advisors prioritizes individual attention and innovative solutions to help clients navigate the complexities of the financial market. Through their market insights and commitment to client success, they strive to empower investors with the tools and knowledge needed to make informed decisions for their financial future.Generated from the website