100-Mile Investing

Do you think you would be more engaged with your finances if you could put your dollars to work in your own community – to make money and a difference? 

Many clients come to us frustrated with the traditional wealth building approach of institutional firms and are looking to be more engaged in the investment process.  Through 100-Mile Investing™, we enable our clients to “get active” by creating tailored offerings and diversified portfolios that address risk and return as well as environmental, social and governance concerns close to home.

We start by examining public companies in the region for growth potential and good stories, for long term viability and management stability.  We want to know the businesses we recommend are having a significant impact on the local economy, support charities, and invest in their communities.   Where many of our clients utilize stocks and bonds in their portfolio construction, accredited investors are offered additional opportunities for social venture capital, microfinance & private debt, preferred equity, and “green” real estate partnerships.  Once we establish a solid base of local investments, clients work with us to enhance these strategies through mutual funds, structured products, and commodities with a global, responsible approach.

As a place-based initiative, 100-Mile Investing™ is also designed to encourage ongoing, active participation in corporate and shareholder actions, proxy voting, support of regional economic activity, even letter writing campaigns – all with an eye toward creating strong, sustainable local economies as well as bottom-line results.

To find out more about how to get started in your own community, please contact us to arrange an initial consultation.