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About Us
There are many ways to describe the value and significance of Socially Responsible Investing (SRI). We can all agree it has a beneficial purpose for the investor who repudiates the traditional approach to investing.
However, we can differ in our application of SRI in the real world as it pertains to the investment goals of the client.
Since we prefer to invest with performance and strict ethical standards in mind, we create the potential environment for our clients to benefit without sacrificing return.
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RMHI was Established with
a Distinct Set of Principles
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Investing that respects animals and the environment
This is our specialty; all investments must meet our investment and ethical criteria. Since we manage individual portfolios, we have the advantage of finely tuning portfolio content to meet the Investment Policy criteria for non-profit's or your personal philosophy.
Extensive Screening Experience: We believe superior investment management combined with the cleanest investments provides the most effective ethical investment strategy. You'll never have to be concerned that we won't understand or appreciate your ethical perspective.
Customized Investment Management
Portfolios are managed with your distinct needs in mind but they generally there are
two categories: Moderate Growth and Long Term Growth.
All clients receive a comprehensive asset allocation strategy
that utilizes, stocks, bonds and money markets. This is
unavailable with most mutual funds which require the investor to
monitor their accounts themselves.
RMHI suggests a $200,000 minimum investment, multiple accounts are accepted to reach minimum (minimum waived for non-profit's and referrals).
10
Reasons To Consider Individually Managed Accounts
Freedom from conflicts of
interest
We do not use proprietary mutual funds or products, plus we are a fee-only investment adviser. Our long-term success is in line with your long term
prosperity.Direct access to information about your
accounts
RMHI employs Charles Schwab Institutional Services as custodian of client assets.Close attention to client
needs
Our clients' range from individuals to non-profits across the United States. Due to our specialized focus, clients receive close personal attention. We provide quarterly reports that eliminate any confusion of short-term or long-term investment performance, including reports designed to make your tax reporting easier.
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Copyright © 1995 - 2008 Rocky Mountain Humane
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