Locally Responsible Investing
In recognition of Bank Transfer Day, November 5, 2011, we’d like to offer a set of resources to help you locate resources for socially responsible investing and banking. We don’t profess to be experts on socially responsible investing, but it’s definitely an area of interest for us. What are our options for local and socially responsible banking, investing, and insurance? Locally, we’ve worked with some committed professionals who have made it their work to know the local and socially responsible options. Whether you’re looking for an alternative to banking with one of the “biggies”, looking for a mutual fund that doesn’t invest in nuclear development or tobacco, or looking for an investment tool that will allow you to really direct your funds in a new direction all together, here are some local resources to consider. Click on each link for more information about how these resources can help you fine tune your banking, investing, and insurance.
Local Financial Resources in Portland, Oregon
New Outlook Financial is a Portland, Oregon based investment advisory firm offering fee-only financial planning and investment advice for individuals, families and small business people, many of whom are interested in integrating their finances with their values. Unlike other financial advisors who sell products for commissions, we provide our clients with objective advice and guidance so they can be confident that the advice they are getting is in their best interest.
Format Sol
utions is a local business specializing in providing individuals with unprecedented control over their retirement assets and investment options. If you’re frustrated with the lack of control, volatile performance, and ongoing expenses of your current investment portfolio, they can create a Limited Liability Company within your IRA that allows for full checkbook control of your retirement funds and a nearly limitless investment selection.
Mark Strauss of Leonard Adams Company
: An independent insurance agent. Mark works with financially stable and preferred independent Northwest insurance companies such as: Oregon Mutual, Liberty Northwest, Mutual of Enumclaw, Safeco Insurance and National insurance companies such as: Chubb Insurance, Fireman’s Fund Insurance, One Beacon Insurance, Philadelphia Insurance, Travelers Insurance and many more. Mark has thought about the long-term implications of the businesses, homes and vehicles he insures. He’s dedicated to taking the time to spend a little extra money to reduce my environmental footprint as much as possible both in his personal and professional life because he believes that businesses need to be progressive and add environmental and social achievements to their measures of success.
More resources for local and socially responsible financial options
- Oregon Banks Local (for more information on local credit unions and community banks)
- Credit card options and reviews
This is a sampler to get you started. The River PDX strives to provide local and socially responsible resources that can help you align more aspects of your life with your values. If you’d like to know more about how investing in Portland real estate could fit into your long-term investment goals, we’d love the opportunity to explore that with you. Contact us to discuss how our real estate services could facilitate and enrich how you invest.
SAGE: characterized by wisdom, prudence, and good judgment
Welcome to Sage Green Homes, the first Hybrid Zero-Net-Energy development in the nation!
phase 1 @ Sage Green, listed at $224,900 and 226,900
Located on Watershed Ln, just a stone’s throw from 149th & Farmington in Beaverton, the homes at Sage Green deliver a level of function, amenity and security beyond what most people in the world will ever experience. Sage Green demonstrates that zero-net energy is possible and accessible for mainstream builders and buyers in today’s new home construction industry. Because a Sage Green home produces as much energy as it needs, it’s effective insurance against future energy price inflation. A Sage Green home is a model for how we can meet growing housing and energy demands in ways that actually improve our collective circumstances. They have an informative site to explain some of the details of how they achieve this level of performance. I’d recommend taking a look. If you’d like to schedule a guided tour, contact me. I’ve toured these homes a couple times, and I must admit, this is a remarkable feat to offer homes of this performance and design at such a price. I’d love to show you around and share some of their cutting edge systems .
Listed by Shauna White at Keller Williams. For exclusive buyer representation, contact David Todd.
FINANCIAL RESOURCES: Personal and Professional
With any investment or business endeavor, there’s a bit of due diligence to perform prior to making a move. Whether it’s real estate, stocks, funds, or insurance that you are seeking, I have found these sources to be helpful and insightful. The companies represented are locally owned and operated, and one is even a “B Corporation.” For a more specific, qualified referral, feel free to contact me for more information.
- Brian Setzler, CPA, MBA, Business Advisor, 503-367-5631
- Charles Carroll, Fee-only Financial Planner, 503-621-2039
- Jared Gardner & Tony Kriz, Financial Coaching & Real Estate Financing, 503-282-5626
- Mark Strauss, Portland, Oregon Insurance Agent & Broker, 503-922-4847
As a Mixed-Use Real Estate Site in Portland, Oregon, TheRiverPDX.com strives to be a holistic resource base, so I hope you find these service providers to be helpful and insightful as they have demonstrated to me and my past clients. This resource is not static, so please contact us if you have suggestions, feedback, or questions. Thank you for considering these valuable local resources.
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Agent Profile
In addition to offering sound real estate services, we bring a broad awareness of sustainable living and design to our practice. We thrive on making connections that help clients live and invest in alignment with their values, while supporting our local community, economy, and environment. Contact David and Steve today to learn how your next realty decision can enhance the place you call home. AGENCY INFO
1902 SE Morrison St. Portland, OR 97214
