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One of our most valuable services is a free initial review to screen your current portfolio based on the environmental and social criteria you request. We will provide you with both a social and financial analysis allowing you to discern whether your investments are consistent with your values and are appropriately diversified. Please give us a call or e-mail to request a portfolio review.
We will work with you to establish a strategic investment plan that defines your risk tolerance, return expectation, and time horizon. The investment plan also identifies which social issues are important to you, and whether you wish to participate in shareholder advocacy and community investing. The objectives established in your investment plan will help your PAM Network Investment Consultant determine which services are right for you. Generally, your PAM Network Investment Consultant will recommend diversifying your risk as much as possible while still seeking to achieve your return objective.
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