Invest With Purpose:
RMHI Focuses on Ethical, High-Value Companies
RMHI stands apart by investing in companies that meet our rigorous ethical standards while also possessing strong business models that generate long-term value.
Our Long-Term Approach
At RMHI, we believe in quality investing because it strikes the perfect balance between growth and tax flexibility. By focusing on companies that can grow both internally and externally, we help you hold on to your investments long-term, helping reduce capital gains taxes and setting you up for sustained success.
How We Choose Investments
We manage a focused portfolio of about 20 handpicked companies (not including bonds). Our investment strategy is built on three key factors:
- Steady free cash flow growth
- Positive free cash flow margins
- Returns on Invested Capital (ROIC) consistently above 15%
We also verify the stability of each stock holds up against the S&P 500 over the long term.
Transparency Is Key
We strive for clear, honest communication with all our clients. If you have questions, we’re here to help and love hearing from you.
Investing With Purpose, Without Sacrificing Returns
We’ve built RMHI on the belief that you don’t have to choose between doing good and making good returns. We specialize in ethical, vegan-friendly investments, and our performance shows that being socially responsible doesn’t mean sacrificing growth.
Founded in 1995 by Brad Pappas, RMHI is proud to be the first and only U.S. investment advisor that focuses solely on Vegan and pro-LGBTQ investing. Our socially responsible and cruelty-free investing principles—like our “Cruelty-Free Investing” approach—mean we avoid companies involved in animal testing and those with anti-LGBTQ messaging. We’re passionate about making a positive impact with your investments.
Client Assets Are Held at Charles Schwab & Co.
Currently, we screen and eliminate the following industries:
- Animal testing (including biotechnology and pharmaceuticals)
- Animals as entertainment
- Companies with significant environmental issues
- Companies with anti-LGBTQ donations, policies, or statements
- Factory farming
- Weapons
- Extractive industries (oil and gas, mining, timber)
- Tobacco
For over 25 years, we’ve helped clients invest with purpose by offering cruelty-free, socially responsible investment management. Let us guide you in aligning your financial goals with your values.
Rocky Mountain Humane Investing.
For over 25 years, Rocky Mountain Humane Investing has been providing clients with cruelty-free, socially responsible investment management.