Manager Videos

Blue Summit Wealth Management has developed strategic relationships with select money managers that specialize in responsible investment portfolios. Below are a few of the presentations that were given by dozens of our money managers at last year's SRI in the Rockies conference: www.sriintherockies.com

A $4.0 billion diversified financial services company with $1.6 billion under investment management; 61 banking locations in 42 communities; publicly traded on Nasdaq; servicing SRI investors since 1985. Fundamental approach, multi-cap core.

A global equity portfolio designed to address the ecological risks and opportunities of the investment process in the 21st century, headquartered in Portland, OR.

Serving socially conscious individuals and mission-driven institutional investors for over 20 years, FAFN is a leader in the industry. Implementing fiduciary practices throughout all models, portfolios include Equity Income, Fixed Income, International, and Multi-Cap equity portfolios. Headquartered in Colorado Springs, CO.