About RMHI
Where Values
and Investments Align
Investing With Purpose
At RMHI, we show you how to align your investments with your core values while growing your financial success. Our goal is to build high-quality, socially responsible portfolios designed for long-term growth, proving that doing good and doing well are not mutually exclusive.
Brad Pappas
Managing Partner
I’m Brad Pappas, President of Rocky Mountain Humane Investing (RMHI), an independent investment advisory firm founded in 1995. We’re proud to be the first U.S. firm dedicated exclusively to cruelty-free investing, serving clients nationwide with assets held at Charles Schwab. Our approach merges ethical values with strong, long-term financial performance.
I founded RMHI with the goal of offering socially responsible investments that also deliver strong returns. We focus on companies that align with our values—excluding those involved in animal testing or harming the environment.
With a background in investment finance from Northeastern University, I’ve spent my career developing innovative investment strategies. I also have a deep passion for animal rescue, and for 19 years, my Colorado home has been a sanctuary for rescued mountain breeds, reflecting our values in both investing and life.
Our Process
Here’s how we tailor your investment journey to you:
- Pre-Screening: We start with a minimum investment of $100,000.
- Objective Questionnaire: You complete a questionnaire to help us understand your risk tolerance and long-term financial objectives.
- In-Depth Conversations: Over two to four phone calls, we discuss your financial goals and spend time aligning your portfolio investments with your values.
- Tax Planning: As part of our comprehensive approach, we incorporate tax planning strategies to help you maximize the benefits of your investments.
- Experience You Can Trust: You’re not just buying financial advice; you’re buying 40 years of experience, knowledge, and skill. We provide a comprehensive, well-rounded strategy that takes you from today to retirement.
A Fee-Based, Conflict-Free Approach
We operate as a fee-based firm, so there are no commissions or hidden incentives. Our success is tied to your success, keeping our intentions fully aligned with your financial goals.
We also publish our portfolio holdings and returns, creating transparency and clarity. Our focus is on high-quality individual stocks and bonds held for the long term, while optimizing tax efficiency for taxable accounts.
Your Success Is Our Priority
My team and I are dedicated to helping you pursue your financial goals while staying true to your values. Let’s create a portfolio that reflects your commitment to social responsibility and long-term financial growth.
Would you like to learn more about our approach to cruelty-free investing? I’d love to connect with you. Reach out to me directly at (970) 222-2592 or email brad@greeninvestment.com.
Rocky Mountain Humane Investing.
For over 25 years, Rocky Mountain Humane Investing has been providing clients with cruelty-free, socially responsible investment management.