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Sustainable Investing and Financial Planning

ESG AND IMPACT
INVESTING FOR VALUES
BASED INVESTORS

Learn More About Us

Managing Over $165 Million in Assets for Clients Across the United States and Abroad

Innovation in Sustainable and Responsible Investments for Over 25 Years

Our Services and the Blue Summit Experience

Our Team

Allen AT.jpg

Allen Trim, CFP®, CPA, CVA

Partner, Portfolio Manager

Robert Seid, CSRIC

Partner, Wealth Advisor

Judith L. Seid, CFP®

Partner, Wealth Advisor

Veronica Gonzales

Private Client Services

Private Client Services

Martha De la Torre

Private Client Services

Blog

Green Century fights Fossil Fuel by targeting insurance

Green Century fights Fossil Fuel by targeting insurance

We wanted to share an update from Green Century’s progressive work with the fossil fuel free movement. Green Century is the only mutual...

PepsiCo Pledges to Double Zero-Waste Packaging by 2030

PepsiCo Pledges to Double Zero-Waste Packaging by 2030

We wanted to share an update from As You Sow’s progressive work on Plastic Pollution. As You Sow, a partner organization of Blue Summit,...

Summary of the SECURE Act 2.0

Summary of the SECURE Act 2.0

The Consolidated Appropriations Act of 2023 became law on December 23rd 2022. This legislation included what’s known as the SECURE Act...

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