Trusted Investment Advisory Firm
Handle your finances and investments better with help from The Social Equity Group. We are a registered investment advisory firm specializing in socially responsible investments. Since 1992, we have provided socially responsible money management services to individuals, businesses, and institutions throughout the USA.
We offer clients comprehensive financial solutions that address financial goals and social concerns—the double bottom line. This is not just a “feel-good” approach; many studies have confirmed that socially responsible investing does not mean sacrificing performance—it can frequently enhance it.
Committed to Creating a Just and Sustainable World
At the Social Equity Group, we are proud to be different from traditional investment advisory firms. We are deeply committed to our clients’ ethical values: a sustainable world, social justice, and peace. We come from an advocacy background and have participated in social action for many years.
Our unique approach allows us to tailor our financial solutions to your needs and values. We are committed to providing excellent, prompt, and professional service to our clients. When you call our offices, you get a human being, not a lengthy phone menu—and we have a great sense of humor, too.
