Account Access
Schedule a Meeting
Home
Our Service
About Us
Sustainable Investing
Blog & Press
Contact
More
Aligning Your Investments With Your Values
ACHIEVING GROWTH
Learn More About Us
Who We
Serve
Investing San Diego
Innovation in Sustainable and Responsible Investments for over 25 years
Our Services &
the Blue Summit Experience
Judith L. Seid, CFP®
Partner, Wealth Advisor
Allen Trim, CFP®, CPA, CVA
Partner, Portfolio Manager
Robert Seid, CSRIC
Partner, Wealth Advisor
Veronica Gonzales
Private Client Services
Silvia Ortiz
Private Client Services
Meet Our Team
Featured On/Memberships
1/3