Partnership with Eventide

We offer compelling resources to both support your own education and share with your clients. This includes a variety of educational webinars throughout the year, along with a steady flow of client resources to help you deliver excellent service to your clients.

Our Investment Consulting Group (ICG) was established to make it easy for you to build sound, values-based portfolios for your clients. Our team includes experienced CFA charterholders who create values-based illustrations that consider any firm constraints.

There’s a real opportunity to differentiate your practice with values-based investing. And our team is ready to support you with materials and speakers to educate and encourage your clients and prospects.