Welcome!

We believe the best way to bring about sustainability is to vote with your money for a better world.

Social Thread custom builds ethical portfolios.

We are committed to providing personalized advice to you. Our strategies can be adjusted for any investment objective from capital preservation to aggressive growth. That said, we are seeking a specific type of client.

Special Client Objectives

Our target client desires to generate a “living return”: to maximize total economic returns to the client and to “do no harm” to the client’s network, including material and non-material economic, social and environmental benefits, within prudent levels of risk and to meet the following stated investment objectives:

  1. To generate income while preserving the absolute value of the portfolio[1].
  2. To grow capital in a manner consistent with the first objective.
  3. To learn new or better investment strategies.
  4. To have a positive impact on the world through mission based or socially responsible investment strategies.

[1] As measured relative to such things as CPI, the price of precious metals, currencies and other indicators of real return.

Disclosure Financial Planning Getting Started Asset Management

  Paperless 401(k) Platform Sustainable 401(k) Plans by Social(k) for Small Businesses and Non-Profits.