Securing Your Future On Your Terms
For decades the financial services industry has been held to a very low standard. According to Morningstar only 9.8% of active investment managers have exceeded returns by the S&P 500 in the past decade. Our aim is to continue to be in this small exclusive minority of active managers.
We are fee-only Fiduciary Advisors and free of Conflicts of Interest. We are not compensated by commissions. We do not receive any other compensation by other parties other than our annualized fee for portfolio management.
Zero proprietary packaged products, mutual funds or ETF’s.
41 years industry experience. 28 investment advisor of RMHI and 12 years of documented returns.
Read more about our history
Investing Ethically
RMHI believes in the dreams of our clients. Hence, we see our role as identifying the most effective investment solutions to realize your aspirations without compromising your values. Our screening criteria align with our clients’ ethical ideals. Read more about our socially responsible investment philosophy.
The Evolution of Humane Investing
Brad Pappas of Rocky Mountain Humane Investing is the original founder of Cruelty-Free and Vegan Investing.
We integrate your conscious philosophy with our advanced investing models. As a result, RMHI generates very competitive returns that are an improvement to mass-marketed mutual funds and traditional unscreened private portfolio management. Most of all, you do not need to sacrifice performance for socially responsible investing. Read more about our RMHI portfolio management and view verified modeled returns
Meeting the Needs of our Clients
Our clients come from many walks of life and stages of investing, all with a common desire to invest ethically. We manage Trusts, IRAs, IRA/401K rollovers, inherited IRAs, individual and family accounts, and select non-profit accounts. RMHI will help with all steps of the process, so your investments can become aligned with your values. Contact us to get started.
RMHI Blog
RMHI Client Letter,Sept 17, 2024
RMHI Research LetterSept 17, 2024 The Dark Side of Long Term Investing and how to stay in the Light Since 1996, RMHI has been an independent investment advisor. We have never been beholden to conflicts of interest from the mutual fund or ETF industry. We are able...
RHMI Humane Portfolio Model results updated through Sept 20, 2024
We’ve updated our RMHI Human Portfolio model results with the data through September 20, 2024. Access our RMHI Humane Portfolio Model Data
RHMI Humane Portfolio Model results updated through June 10, 2024
We’ve updated our RMHI Human Portfolio model results with the data through June 10, 2024. Access our RMHI Humane Portfolio Model Data
Rocky Mountain Humane Investing.
For over 25 years, Rocky Mountain Humane Investing has been providing clients with cruelty-free, socially responsible investment management.