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Title: Investing/Socially Responsible/Money Managers - Rocky Mountain Humane Investing Socially responsible investment management firm focused on ethical and humane portfolio management criteria, located in Lyons, CO.
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RMHI: Socially Responsible Investing with Humane Philosophy
Home
| About Us | Search |
Contact Us 
Socially
Responsible Investing
An All-Weather Alternative
Managing the socially responsible investments of our clients is an
awesome responsibility, even after 14 years it's a privilege we never lose sight of. RMHI. is
an investment management firm specializing in Socially Responsible
Investing. Our guiding light is the belief in competitive
investment returns within a sustainable, responsible
and balanced investing philosophy.
Customized Investment
Management
We manage customized portfolios using select stocks and bonds for individual investors and non-profit
clients in the United States and Internationally.
Our clients benefit from our understanding of
investing and shared ethical beliefs. Portfolios are tailored to
meet each client's distinctive financial and ethical objectives.
Established in 1995, our goal is to empower our clients with
effective and dynamic investment portfolio management so that they can maximize their unique
personal potential. Our screening
criteria eliminates objectionable investments, thus
allowing our investment screens to identify stellar investments.
We offer a diverse and flexible alternative to mutual funds
which are produced and managed for a mass market.Objective
investment
research
is core of RMHI. Clients enjoy a
balance of growth potential with risk control unique to the Socially
Responsible Investing community. Continual research entails
adapting to
economic and investment trends is a never ending theme with
the goal of providing meaningful returns within modest risk
situations.
 Extensive Screening Experience
RMHI's founder, Brad
Pappas is believed to have been the first to establish Humane issues within a socially responsible
investing screening
criteria. Furthermore, RMHI was the first investment
management firm to incorporate hard screening for both Humane
and Ecological issues. Since he established the first effective
screen for animal issues in 1990, his screens has been
consulted by investment managers and mutual funds nationwide.
Personalized Service
RMHI is one of the few financial advisors where the client
can call directly and the account representative will know you
by your first name. Being a small firm, we make an extra
effort to establish a friendly relationship with the client, anticipating
their needs and investment requirements.
As your investment manager, with the
account in your name, we manage the account
according to your unique investment needs and risk tolerance
in accordance with our moderate-risk, growth-oriented style. Since we're
flat-fee managers our incentive is linked to your success. You
can be assured we avoid conflicts of interest and excessive
expenses.
Charles Schwab Institutional
Services for holding client assets, although in special
circumstances we will use a client's pre-existing custodian. In most cases, we suggest a
$200,000 investment, multiple accounts are accepted.
Something Better
We strive to be unique, to set the
standards for others and demonstrate our ability to
sustain and grow.
Recent RMHI Outlook Issues
7.18.08
Client Letter: "Another Fine Mess...."
1.25.08
Client Letter: Don't go to where markets are, go to where
they're going
10.25.07
Client Letter: Too much of a good thing can be wonderful
7.07
Client Letter: Growth is
back!
4.10.07
Client Letter: "The U.S. Negativity Bubble"
1.18.07
Client Letter: "A Tale of Two Markets10.5.06
Fourth Quarter Client Letter
7.17.06
Client Letter: "In times of doubt, turn your thoughts to
hard analysis
4.18.06
Client Letter: "The Counter Intuitive Rally
Continues"
2.20.06
Client Letter
"Popping the Lid in 2006"
Important Updates
Reinforcing the
justification for individually managed accounts: 7/31/08
US SRI manager pays $500k SEC fine for violating its own
ethical screens
RMHI was featured in
the Nov.-Dec.'06 issue of Veg News.
RMHI
was highlighted in the new book by Ingrid Newkirk:
"Making Kind Choices"
Ryerss
Farm For Aged Equines
Adopt
a Wild Horse or Burro
The
Black Hills Wild Horse Sanctuary
RMHI
in the news: Socially Responsible Investing runs the gamut
on Animal Welfare and Testing SocialFunds.com
Why
should you choose individual securities over most Socially
Responsible Mutual Funds? SRI Funds are not always
screened with your beliefs in mind. Business Week Magazine
Is
your money where your heart is? The truth about
ethical mutual funds. Dragonfly Media
This
website does not constitute an offer to provide investment
advisory services or to
effect securities transactions in any state or jurisdiction
where such an offer or the provision of such services would be
prohibited. Such an offer can only be made in states where we
are registered or an exemption of registration exists. The
purpose of this site is solely for the dissemination of
information on products or services.
To The Love Of My
Life, Dawn: The Caffeinated Princess
Copyright © 1995 - 2008 Rocky Mountain Humane
Investing | Contact Us
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Socially | responsible | investment | management | firm | focused | on | ethical | and | humane | portfolio | management | criteria, | located | in | Lyons, | CO. |
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http://www.greeninvestment.com
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Socially responsible investment management firm focused on ethical and humane portfolio management criteria, located in Lyons, CO.
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