Invest Green is committed to helping people who want their investments to reflect their concern for the environment and their desire for social justice.
Investments can be screened for any criteria that are important to you, including environmental record, labor relations, product safety, women's issues, GLBT issues, indigenous people's rights, weapons, animal welfare, renewable energy, along with criteria that determine an investment's attractiveness from a financial standpoint. Obviously, a portfolio that is screened for social criteria may vary in performance from the broader market.
It is important to note that investments with social policies may underperform similar investments that do not have social policies. Investors who want to diversify their investment portfolios among a variety of sub-asset classes may not find funds with social policies to fill each sub-asset class. It is important to note that different companies offering socially responsible investments may operate under differing definitions of socially responsible investing. top
Invest Green can help with IRA and Roth IRA accounts, employer-sponsored retirement plans, college funding, non-retirement savings, and savings for any purpose.
Invest Green helps people save at every level of risk tolerance, from aggressive to capital preservation.
Invest Green helps investors of all sizes, from people who wish to start a savings program for the first time, to those who have a sizable nest egg already.
Invest Green can help businesses and non-profit organizations set up retirement plans, and can manage endowment monies as well.
Invest Green also helps with life insurance and other protection instruments.
Please call or email with any questions, or to set up a no-cost consultation. top
Paul Mosier is a registered representative and investment advisor representative of Securian Financial Services, Inc. Certain individuals associated with Invest Green are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. (“Securian”), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with Invest Green are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205.
Invest Green is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.
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